AVANTAX PLANNING PARTNERS, INC. – iShares Russell 1000 Value ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$4.84M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -40.96% | -24.70K shares | -3.90M | $135.99 | 35.60K |
| Q2 2022 | share | Decrease | -1.83% | -1.12K shares | -1.45M | $144.97 | 60.30K |
| Q1 2022 | share | Decrease | -0.48% | -299 shares | -170K | $165.98 | 61.43K |
| Q4 2021 | share | Decrease | -9.84% | -6.74K shares | -350K | $167.97 | 61.73K |
| Q3 2021 | share | Increase | +1.32% | 892 shares | -3K | $156.51 | 68.47K |
| Q2 2021 | share | Decrease | -0.65% | -443 shares | 411K | $157.82 | 67.58K |
| Q1 2021 | share | Decrease | -0.67% | -459 shares | 945K | $150.24 | 68.02K |
| Q4 2020 | share | Increase | 0.00% | 68.48K shares | 9.36M | $134.99 | 68.48K |
| Q4 2018 | share | Decrease | -100.00% | -1.67K shares | -212K | $104.19 | 0 |
| Q3 2018 | share | Decrease | -25.69% | -580 shares | -62K | $117.93 | 1.67K |
| Q2 2018 | share | Decrease | -2.46% | -57 shares | -4K | $111.69 | 2.25K |
| Q1 2018 | share | Decrease | -0.90% | -21 shares | -12K | $110.38 | 2.31K |
| Q4 2017 | share | Decrease | -5.16% | -127 shares | -2K | $113.76 | 2.33K |
| Q3 2017 | share | Increase | +14.19% | 306 shares | 41K | $107.88 | 2.46K |
| Q2 2017 | share | Increase | +23.33% | 408 shares | 50K | $104.74 | 2.15K |
| Q1 2017 | share | Decrease | -22.47% | -507 shares | -52K | $103.4 | 1.74K |
| Q4 2016 | share | Increase | 0.00% | 2.25K shares | 253K | $100.27 | 2.25K |