AVANTAX PLANNING PARTNERS, INC. – iShares Core S&P Mid-Cap ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$1.29M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.84% | 163 shares | -4K | $219.26 | 5.91K |
| Q2 2022 | share | Decrease | -4.26% | -256 shares | -311K | $226.23 | 5.74K |
| Q1 2022 | share | Decrease | -1.14% | -69 shares | -108K | $268.34 | 6.00K |
| Q4 2021 | share | Increase | +103.69% | 3.09K shares | 935K | $282.78 | 6.07K |
| Q3 2021 | share | Decrease | -1.78% | -54 shares | -32K | $263.07 | 2.98K |
| Q2 2021 | share | Decrease | -2.22% | -69 shares | 8K | $267.76 | 3.03K |
| Q1 2021 | share | 0.00% | 0 shares | 95K | $258.63 | 3.10K | |
| Q4 2020 | share | Increase | 0.00% | 3.10K shares | 713K | $227.78 | 3.10K |
| Q4 2018 | share | Increase | +7.77% | 242 shares | -70K | $159.03 | 3.35K |
| Q3 2018 | share | Increase | +6.75% | 197 shares | 59K | $192.24 | 3.11K |
| Q2 2018 | share | Increase | +8.07% | 218 shares | 62K | $185.25 | 2.91K |
| Q1 2018 | share | Increase | +5.55% | 142 shares | 21K | $177.62 | 2.7K |
| Q4 2017 | share | Decrease | -10.50% | -300 shares | -26K | $179.04 | 2.55K |
| Q3 2017 | share | Decrease | -3.84% | -114 shares | -6K | $168.34 | 2.85K |
| Q2 2017 | share | Increase | +3.48% | 100 shares | 25K | $163.1 | 2.97K |
| Q1 2017 | share | Increase | +0.17% | 5 shares | 18K | $159.98 | 2.87K |
| Q4 2016 | share | Increase | 0.00% | 2.86K shares | 474K | $154 | 2.86K |