AVANTAX PLANNING PARTNERS, INC. – iShares U.S. Fixed Income Balanced Risk Factor ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$761,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-4.54%
quarter
iShares U.S. Fixed Income Balanced Risk Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.36% | 33 shares | -34K | $81.97 | 9.28K |
| Q2 2022 | share | Increase | +0.38% | 35 shares | -59K | $85.87 | 9.25K |
| Q1 2022 | share | Increase | +3.36% | 300 shares | -35K | $92.67 | 9.21K |
| Q4 2021 | share | Increase | +1.04% | 92 shares | 4K | $99.48 | 8.91K |
| Q3 2021 | share | Increase | +7.92% | 648 shares | 62K | $99.87 | 8.82K |
| Q2 2021 | share | Increase | +14.74% | 1.05K shares | 111K | $99.73 | 8.17K |
| Q1 2021 | share | Increase | +3.39% | 234 shares | 5K | $98.37 | 7.12K |
| Q4 2020 | share | Increase | 0.00% | 6.89K shares | 707K | $100.74 | 6.89K |
| Q4 2018 | share | Increase | +1589.15% | 4.1K shares | 392K | $88.62 | 4.35K |
| Q2 2018 | share | Decrease | -100.00% | -219 shares | -21K | $87.8 | 0 |
| Q1 2018 | share | Increase | 0.00% | 219 shares | 21K | $87.81 | 219 |