ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 25,669 Value ($000) $3,510 Avg Close — Range —
Q3 2025
Shares 29,094 Value ($000) $3,638 Avg Close — Range —
Q2 2025
Shares 29,974 Value ($000) $3,393 Avg Close — Range —
Q1 2025
Shares 12,521 Value ($000) $1,335 Avg Close — Range —
Q4 2024
Shares 12,520 Value ($000) $1,322 Avg Close — Range —
Q3 2024
Shares 14,563 Value ($000) $1,588 Avg Close — Range —
Q2 2024
Shares 16,919 Value ($000) $1,750 Avg Close — Range —
Q1 2024
Shares 17,070 Value ($000) $1,849 Avg Close — Range —
Q4 2023
Shares 19,957 Value ($000) $2,019 Avg Close — Range —
Q3 2023
Shares 20,140 Value ($000) $1,827 Avg Close — Range —
Q2 2023
Shares 20,135 Value ($000) $1,888 Avg Close — Range —
Q1 2023
Shares 20,605 Value ($000) $1,908 Avg Close — Range —
Q4 2022
Shares 20,934 Value ($000) $1,908 Avg Close — Range —
Q3 2022
Shares 19,618 Value ($000) $1,606 Avg Close — Range —
Q2 2022
Shares 20,191 Value ($000) $1,828 Avg Close — Range —
Q1 2022
Shares 4,041 Value ($000) $423 Avg Close — Range —
Q3 2017
Shares 9,884 Value ($000) $764 Avg Close — Range —