ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 107,419 Value ($000) $15,152 Avg Close Range
Q3 2025
Shares 111,756 Value ($000) $15,609 Avg Close Range
Q2 2025
Shares 114,285 Value ($000) $15,102 Avg Close Range
Q1 2025
Shares 56,315 Value ($000) $7,094 Avg Close Range
Q4 2024
Shares 54,148 Value ($000) $7,004 Avg Close Range
Q3 2024
Shares 51,333 Value ($000) $6,789 Avg Close Range
Q2 2024
Shares 93,274 Value ($000) $11,262 Avg Close Range
Q1 2024
Shares 212,038 Value ($000) $26,575 Avg Close Range
Q4 2023
Shares 205,711 Value ($000) $23,922 Avg Close Range
Q3 2023
Shares 205,194 Value ($000) $21,410 Avg Close Range
Q2 2023
Shares 196,666 Value ($000) $21,602 Avg Close Range
Q1 2023
Shares 185,536 Value ($000) $19,704 Avg Close Range
Q4 2022
Shares 184,128 Value ($000) $19,396 Avg Close Range
Q3 2022
Shares 145,385 Value ($000) $13,964 Avg Close Range
Q2 2022
Shares 131,424 Value ($000) $13,349 Avg Close Range
Q1 2022
Shares 123,233 Value ($000) $14,744 Avg Close Range
Q4 2021
Shares 116,165 Value ($000) $14,216 Avg Close Range
Q3 2021
Shares 103,744 Value ($000) $11,749 Avg Close Range
Q2 2021
Shares 95,141 Value ($000) $10,939 Avg Close Range
Q1 2021
Shares 77,140 Value ($000) $8,431 Avg Close Range
Q4 2020
Shares 69,429 Value ($000) $6,732 Avg Close Range
Q3 2020
Shares 53,346 Value ($000) $4,312 Avg Close Range
Q1 2020
Shares 5,857 Value ($000) $375 Avg Close Range
Q4 2019
Shares 5,857 Value ($000) $555 Avg Close Range
Q3 2019
Shares 5,863 Value ($000) $526 Avg Close Range
Q2 2019
Shares 5,863 Value ($000) $527 Avg Close Range
Q1 2019
Shares 5,857 Value ($000) $509 Avg Close Range
Q4 2018
Shares 5,891 Value ($000) $450 Avg Close Range
Q3 2018
Shares 596 Value ($000) $54 Avg Close Range
Q1 2018
Shares 596 Value ($000) $52 Avg Close Range