ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 7,869 Value ($000) $1,669 Avg Close — Range —
Q3 2025
Shares 7,927 Value ($000) $1,637 Avg Close — Range —
Q2 2025
Shares 7,935 Value ($000) $1,551 Avg Close — Range —
Q1 2025
Shares 7,563 Value ($000) $1,441 Avg Close — Range —
Q4 2024
Shares 7,877 Value ($000) $1,504 Avg Close — Range —
Q3 2024
Shares 8,003 Value ($000) $1,578 Avg Close — Range —
Q2 2024
Shares 10,919 Value ($000) $1,987 Avg Close — Range —
Q1 2024
Shares 11,418 Value ($000) $2,133 Avg Close — Range —
Q4 2023
Shares 11,627 Value ($000) $2,022 Avg Close — Range —
Q3 2023
Shares 12,899 Value ($000) $1,984 Avg Close — Range —
Q2 2023
Shares 13,139 Value ($000) $2,118 Avg Close — Range —
Q1 2023
Shares 13,144 Value ($000) $1,995 Avg Close — Range —
Q4 2022
Shares 13,167 Value ($000) $1,910 Avg Close — Range —
Q3 2022
Shares 13,296 Value ($000) $1,709 Avg Close — Range —
Q2 2022
Shares 13,743 Value ($000) $1,889 Avg Close — Range —
Q1 2022
Shares 14,284 Value ($000) $2,224 Avg Close — Range —
Q4 2021
Shares 13,413 Value ($000) $2,101 Avg Close — Range —
Q3 2021
Shares 11,600 Value ($000) $1,687 Avg Close — Range —
Q2 2021
Shares 11,771 Value ($000) $1,738 Avg Close — Range —
Q1 2021
Shares 11,903 Value ($000) $1,681 Avg Close — Range —
Q4 2020
Shares 12,762 Value ($000) $1,634 Avg Close — Range —
Q3 2020
Shares 12,760 Value ($000) $1,435 Avg Close — Range —
Q2 2020
Shares 12,855 Value ($000) $1,391 Avg Close — Range —
Q1 2020
Shares 14,610 Value ($000) $1,406 Avg Close — Range —
Q4 2019
Shares 16,459 Value ($000) $2,141 Avg Close — Range —
Q3 2019
Shares 16,759 Value ($000) $1,997 Avg Close — Range —
Q2 2019
Shares 16,757 Value ($000) $1,972 Avg Close — Range —
Q1 2019
Shares 16,784 Value ($000) $1,892 Avg Close — Range —
Q4 2018
Shares 16,906 Value ($000) $1,710 Avg Close — Range —
Q3 2018
Shares 17,441 Value ($000) $2,020 Avg Close — Range —
Q2 2018
Shares 17,504 Value ($000) $1,928 Avg Close — Range —
Q1 2018
Shares 17,557 Value ($000) $1,920 Avg Close — Range —
Q4 2017
Shares 17,708 Value ($000) $2,023 Avg Close — Range —
Q3 2017
Shares 22,390 Value ($000) $2,416 Avg Close — Range —
Q2 2017
Shares 23,761 Value ($000) $2,494 Avg Close — Range —
Q1 2017
Shares 26,457 Value ($000) $2,753 Avg Close — Range —
Q4 2016
Shares 27,290 Value ($000) $2,767 Avg Close — Range —