ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 55,413 Value ($000) $2,186 Avg Close — Range —
Q3 2025
Shares 57,900 Value ($000) $2,116 Avg Close — Range —
Q2 2025
Shares 60,234 Value ($000) $2,079 Avg Close — Range —
Q1 2025
Shares 34,854 Value ($000) $1,081 Avg Close — Range —
Q4 2024
Shares 23,132 Value ($000) $633 Avg Close — Range —
Q3 2024
Shares 15,550 Value ($000) $470 Avg Close — Range —
Q2 2024
Shares 102,605 Value ($000) $2,839 Avg Close — Range —
Q1 2024
Shares 215,291 Value ($000) $6,037 Avg Close — Range —
Q4 2023
Shares 216,275 Value ($000) $6,054 Avg Close — Range —
Q3 2023
Shares 239,527 Value ($000) $6,084 Avg Close — Range —
Q2 2023
Shares 235,028 Value ($000) $6,188 Avg Close — Range —
Q1 2023
Shares 233,299 Value ($000) $6,413 Avg Close — Range —
Q4 2022
Shares 233,767 Value ($000) $6,349 Avg Close — Range —
Q3 2022
Shares 173,319 Value ($000) $3,905 Avg Close — Range —
Q2 2022
Shares 175,773 Value ($000) $4,774 Avg Close — Range —
Q3 2018
Shares 939 Value ($000) $31 Avg Close — Range —
Q1 2018
Shares 939 Value ($000) $31 Avg Close — Range —