ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,886 Value ($000) $1,292 Avg Close — Range —
Q3 2025
Shares 1,737 Value ($000) $1,163 Avg Close — Range —
Q2 2025
Shares 3,792 Value ($000) $2,354 Avg Close — Range —
Q1 2025
Shares 3,859 Value ($000) $2,168 Avg Close — Range —
Q4 2024
Shares 4,538 Value ($000) $2,671 Avg Close — Range —
Q3 2024
Shares 4,510 Value ($000) $2,601 Avg Close — Range —
Q2 2024
Shares 4,609 Value ($000) $2,522 Avg Close — Range —
Q1 2024
Shares 4,319 Value ($000) $2,271 Avg Close — Range —
Q4 2023
Shares 2,438 Value ($000) $1,164 Avg Close — Range —
Q3 2023
Shares 2,212 Value ($000) $950 Avg Close — Range —
Q2 2023
Shares 2,292 Value ($000) $1,022 Avg Close — Range —
Q1 2023
Shares 2,288 Value ($000) $941 Avg Close — Range —
Q4 2022
Shares 2,247 Value ($000) $863 Avg Close — Range —
Q3 2022
Shares 2,645 Value ($000) $949 Avg Close — Range —
Q2 2022
Shares 2,247 Value ($000) $852 Avg Close — Range —
Q1 2022
Shares 2,669 Value ($000) $1,211 Avg Close — Range —
Q4 2021
Shares 2,185 Value ($000) $1,042 Avg Close — Range —
Q3 2021
Shares 1,836 Value ($000) $791 Avg Close — Range —
Q2 2021
Shares 1,789 Value ($000) $769 Avg Close — Range —
Q1 2021
Shares 1,682 Value ($000) $669 Avg Close — Range —
Q4 2020
Shares 1,787 Value ($000) $671 Avg Close — Range —
Q3 2020
Shares 2,222 Value ($000) $747 Avg Close — Range —
Q2 2020
Shares 2,369 Value ($000) $734 Avg Close — Range —
Q1 2020
Shares 2,368 Value ($000) $612 Avg Close — Range —
Q4 2019
Shares 2,427 Value ($000) $784 Avg Close — Range —
Q3 2019
Shares 2,425 Value ($000) $724 Avg Close — Range —
Q2 2019
Shares 2,060 Value ($000) $615 Avg Close — Range —
Q1 2019
Shares 2,118 Value ($000) $603 Avg Close — Range —
Q4 2018
Shares 4,235 Value ($000) $1,066 Avg Close — Range —
Q3 2018
Shares 2,318 Value ($000) $678 Avg Close — Range —
Q2 2018
Shares 2,985 Value ($000) $815 Avg Close — Range —
Q1 2018
Shares 3,290 Value ($000) $873 Avg Close — Range —
Q4 2017
Shares 3,177 Value ($000) $854 Avg Close — Range —
Q3 2017
Shares 3,179 Value ($000) $804 Avg Close — Range —
Q2 2017
Shares 1,805 Value ($000) $439 Avg Close — Range —
Q1 2017
Shares 1,732 Value ($000) $411 Avg Close — Range —
Q4 2016
Shares 1,994 Value ($000) $449 Avg Close — Range —