Avantax Advisory Services, Inc. Ishares Cmbs ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Cmbs ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 47,079 shares of CMBS stock, worth $2.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

47,079

Previous 37,612 25.17%

Holding current value

$2.32 Million

Previous $1.81 Million 27.04%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$47.54 - $48.72 $450,061 - $461,232	9,467 Added 25.17%	47,079 $2.29 Million
Q1 2025 May 06, 2025	BUY	$47.16 - $48.21 $1.77 Million - $1.81 Million	37,612 New	37,612 $1.81 Million
Q2 2022 Aug 02, 2022	BUY	$46.98 - $49.67 $10,664 - $11,275	227 Added 1.5%	15,354 $739,000
Q1 2022 Apr 27, 2022	BUY	$49.41 - $52.81 $63,837 - $68,230	1,292 Added 9.34%	15,127 $755,000
Q4 2021 Jan 24, 2022	BUY	$52.98 - $54.14 $156,979 - $160,416	2,963 Added 27.25%	13,835 $734,000
Q3 2021 Oct 21, 2021	BUY	$53.98 - $54.94 $17,543 - $17,855	325 Added 3.08%	10,872 $584,000
Q2 2021 Jul 29, 2021	BUY	$53.73 - $54.55 $566,690 - $575,338	10,547 New	10,547 $572,000

Others Institutions Holding CMBS

# of Institutions

102

Shares Held

6.24M

Call Options Held

Put Options Held

View Full List

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

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Avantax Advisory Services, Inc. Ishares Cmbs ETF Transaction History