ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,082 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 2,082 Value ($000) $296 Avg Close — Range —
Q2 2025
Shares 2,082 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 2,082 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 2,082 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 2,360 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 6,262 Value ($000) $758 Avg Close — Range —
Q1 2024
Shares 6,291 Value ($000) $775 Avg Close — Range —
Q4 2023
Shares 6,751 Value ($000) $791 Avg Close — Range —
Q3 2023
Shares 7,482 Value ($000) $805 Avg Close — Range —
Q2 2023
Shares 7,346 Value ($000) $832 Avg Close — Range —
Q1 2023
Shares 7,359 Value ($000) $862 Avg Close — Range —
Q4 2022
Shares 7,346 Value ($000) $886 Avg Close — Range —
Q3 2022
Shares 7,136 Value ($000) $765 Avg Close — Range —
Q2 2022
Shares 7,113 Value ($000) $837 Avg Close — Range —
Q1 2022
Shares 7,158 Value ($000) $917 Avg Close — Range —
Q4 2021
Shares 7,413 Value ($000) $909 Avg Close — Range —
Q3 2021
Shares 7,199 Value ($000) $826 Avg Close — Range —
Q2 2021
Shares 7,323 Value ($000) $854 Avg Close — Range —
Q1 2021
Shares 8,010 Value ($000) $914 Avg Close — Range —
Q4 2020
Shares 9,482 Value ($000) $912 Avg Close — Range —
Q3 2020
Shares 9,006 Value ($000) $734 Avg Close — Range —
Q2 2020
Shares 10,407 Value ($000) $840 Avg Close — Range —
Q1 2020
Shares 9,807 Value ($000) $721 Avg Close — Range —
Q4 2019
Shares 9,807 Value ($000) $1,036 Avg Close — Range —
Q3 2019
Shares 10,694 Value ($000) $1,090 Avg Close — Range —
Q2 2019
Shares 10,756 Value ($000) $1,080 Avg Close — Range —
Q1 2019
Shares 11,656 Value ($000) $1,144 Avg Close — Range —
Q4 2018
Shares 11,656 Value ($000) $1,041 Avg Close — Range —
Q3 2018
Shares 12,757 Value ($000) $1,273 Avg Close — Range —
Q2 2018
Shares 13,147 Value ($000) $1,286 Avg Close — Range —
Q1 2018
Shares 14,669 Value ($000) $1,395 Avg Close — Range —
Q4 2017
Shares 13,351 Value ($000) $1,316 Avg Close — Range —
Q3 2017
Shares 16,412 Value ($000) $1,537 Avg Close — Range —
Q2 2017
Shares 17,748 Value ($000) $1,637 Avg Close — Range —
Q1 2017
Shares 19,078 Value ($000) $1,738 Avg Close — Range —
Q4 2016
Shares 20,776 Value ($000) $1,840 Avg Close — Range —