AVANTAX PLANNING PARTNERS, INC. – iShares S&P Mid-Cap 400 Value ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$663,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.46% | -770 shares | -105K | $90 | 7.36K |
| Q2 2022 | share | Decrease | -4.72% | -403 shares | -168K | $94.41 | 8.13K |
| Q1 2022 | share | Decrease | -10.86% | -1.04K shares | -124K | $109.64 | 8.53K |
| Q4 2021 | share | Increase | +33.25% | 2.39K shares | 319K | $110.62 | 9.57K |
| Q3 2021 | share | Decrease | -3.93% | -294 shares | -47K | $103.04 | 7.18K |
| Q2 2021 | share | Decrease | -5.15% | -406 shares | -16K | $104.78 | 7.48K |
| Q1 2021 | share | Decrease | -18.38% | -1.77K shares | -30K | $101.06 | 7.88K |
| Q4 2020 | share | Increase | 0.00% | 9.66K shares | 834K | $85.25 | 9.66K |
| Q4 2018 | share | Increase | +5.79% | 934 shares | -169K | $65.52 | 17.07K |
| Q3 2018 | share | Increase | +0.01% | 2 shares | 43K | $78.84 | 16.13K |
| Q2 2018 | share | Increase | +0.64% | 102 shares | 68K | $76.05 | 16.13K |
| Q1 2018 | share | Decrease | -9.71% | -1.72K shares | -182K | $72.22 | 16.03K |
| Q4 2017 | share | Decrease | -44.75% | -14.38K shares | -1.03M | $74.49 | 17.75K |
| Q3 2017 | share | Decrease | -12.15% | -4.44K shares | -263K | $70.73 | 32.14K |
| Q2 2017 | share | Decrease | -3.00% | -1.13K shares | -82K | $68.52 | 36.58K |
| Q1 2017 | share | Decrease | -2.72% | -1.05K shares | -16K | $68.19 | 37.71K |
| Q4 2016 | share | Increase | 0.00% | 38.76K shares | 2.81M | $66.48 | 38.76K |