Avantax Advisory Services, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 33,711 shares of CMDY stock, worth $1.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,711

Previous 33,984 0.8%

Holding current value

$1.81 Million

Previous $1.76 Million 3.57%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$47.13 - $52.52 $12,866 - $14,337	-273 Reduced 0.8%	33,711 $1.7 Million
Q1 2025 May 06, 2025	SELL	$47.45 - $51.96 $26,572 - $29,097	-560 Reduced 1.62%	33,984 $1.76 Million
Q4 2024 Feb 07, 2025	BUY	$46.31 - $51.02 $135,641 - $149,437	2,929 Added 9.26%	34,544 $1.64 Million
Q3 2024 Nov 13, 2024	BUY	$46.68 - $50.38 $4,948 - $5,340	106 Added 0.34%	31,615 $1.58 Million
Q2 2024 Aug 09, 2024	BUY	$48.2 - $51.91 $38,511 - $41,476	799 Added 2.6%	31,509 $1.56 Million
Q1 2024 May 08, 2024	BUY	$45.48 - $47.98 $216,939 - $228,864	4,770 Added 18.39%	30,710 $1.47 Million
Q4 2023 Feb 07, 2024	BUY	$47.04 - $52.37 $226,309 - $251,952	4,811 Added 22.77%	25,940 $1.22 Million
Q3 2023 Nov 07, 2023	BUY	$49.66 - $52.91 $186,820 - $199,047	3,762 Added 21.66%	21,129 $1.09 Million
Q2 2023 Aug 11, 2023	SELL	$48.08 - $52.9 $525,610 - $578,302	-10,932 Reduced 38.63%	17,367 $859,000
Q1 2023 Apr 28, 2023	BUY	$50.03 - $54.48 $320,192 - $348,672	6,400 Added 29.23%	28,299 $1.46 Million
Q4 2022 Feb 13, 2023	BUY	$53.73 - $58.49 $91,233 - $99,316	1,698 Added 8.41%	21,899 $1.19 Million
Q3 2022 Nov 01, 2022	SELL	$54.52 - $60.66 $81,670 - $90,868	-1,498 Reduced 6.9%	20,201 $1.11 Million
Q2 2022 Aug 02, 2022	BUY	$58.24 - $67.63 $2,154 - $2,502	37 Added 0.17%	21,699 $1.26 Million
Q1 2022 Apr 27, 2022	BUY	$49.81 - $65.25 $1.08 Million - $1.41 Million	21,662 New	21,662 $1.33 Million

Others Institutions Holding CMDY

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

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About ISHARES US ETF TR BLOOMBERG RO

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Avantax Advisory Services, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History