AVANTAX PLANNING PARTNERS, INC. – iShares S&P Mid-Cap 400 Growth ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$2.57M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.64% | -1.98K shares | -156K | $63.02 | 40.90K |
| Q2 2022 | share | Increase | +51.35% | 14.55K shares | 544K | $63.73 | 42.89K |
| Q1 2022 | share | Increase | +91.89% | 13.57K shares | 931K | $77.27 | 28.34K |
| Q4 2021 | share | Increase | +6.27% | 872 shares | 158K | $85.18 | 14.77K |
| Q3 2021 | share | Decrease | -3.34% | -480 shares | -63K | $79.19 | 13.89K |
| Q2 2021 | share | Decrease | -4.15% | -623 shares | -12K | $80.81 | 14.37K |
| Q1 2021 | share | Decrease | -16.31% | -2.92K shares | -119K | $78.18 | 15.00K |
| Q4 2020 | share | Increase | 0.00% | 17.92K shares | 1.29M | $71.96 | 17.92K |
| Q4 2018 | share | Decrease | -0.38% | -120 shares | -334K | $46.65 | 31.37K |
| Q3 2018 | share | Decrease | -0.28% | -88 shares | 59K | $56.68 | 31.49K |
| Q2 2018 | share | Increase | +0.08% | 24 shares | 53K | $54.54 | 31.58K |
| Q1 2018 | share | Decrease | -9.29% | -3.23K shares | -155K | $52.85 | 31.55K |
| Q4 2017 | share | Decrease | -37.15% | -20.56K shares | -923K | $52.14 | 34.78K |
| Q3 2017 | share | Decrease | -22.27% | -15.86K shares | -700K | $48.72 | 55.35K |
| Q2 2017 | share | Decrease | -4.05% | -3.00K shares | -42K | $47.23 | 71.21K |
| Q1 2017 | share | Decrease | -3.22% | -2.46K shares | 49K | $45.76 | 74.21K |
| Q4 2016 | share | Increase | 0.00% | 76.68K shares | 3.49M | $43.58 | 76.68K |