AVANTAX PLANNING PARTNERS, INC. – iShares Russell 2000 ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$940,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.27% | -254 shares | -68K | $164.92 | 5.69K |
| Q2 2022 | share | Increase | +5.53% | 312 shares | -150K | $169.36 | 5.95K |
| Q1 2022 | share | Decrease | -2.67% | -155 shares | -131K | $205.27 | 5.64K |
| Q4 2021 | share | Increase | +4.72% | 261 shares | 78K | $222.93 | 5.79K |
| Q3 2021 | share | Decrease | -1.00% | -56 shares | -71K | $218.75 | 5.53K |
| Q2 2021 | share | Decrease | -1.22% | -69 shares | 32K | $228.67 | 5.59K |
| Q1 2021 | share | Increase | +6.45% | 343 shares | 208K | $219.94 | 5.65K |
| Q4 2020 | share | Increase | 0.00% | 5.31K shares | 1.04M | $194.81 | 5.31K |
| Q4 2018 | share | Increase | +9.73% | 514 shares | -114K | $129.43 | 5.79K |
| Q3 2018 | share | 0.00% | 0 shares | 25K | $162.37 | 5.28K | |
| Q2 2018 | share | Increase | +2.01% | 104 shares | 79K | $156.78 | 5.28K |
| Q1 2018 | share | Decrease | -1.88% | -99 shares | -18K | $145.35 | 5.17K |
| Q4 2017 | share | Decrease | -8.89% | -515 shares | -54K | $145.61 | 5.27K |
| Q3 2017 | share | Increase | +10.54% | 552 shares | 120K | $140.99 | 5.79K |
| Q2 2017 | share | Decrease | -0.32% | -17 shares | 16K | $133.18 | 5.23K |
| Q1 2017 | share | Decrease | -44.90% | -4.28K shares | -564K | $129.93 | 5.25K |
| Q4 2016 | share | Increase | 0.00% | 9.53K shares | 1.28M | $127.07 | 9.53K |