Avantax Advisory Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 640,753 shares of IJH stock, worth $42.2 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

640,753

Previous 642,433 0.26%

Holding current value

$42.2 Million

Previous $37.5 Million 6.01%

% of portfolio

0.23%

Previous 0.23%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$51.16 - $62.02 $85,948 - $104,193	-1,680 Reduced 0.26%	640,753 $39.7 Million
Q1 2025 May 06, 2025	BUY	$57.21 - $65.8 $1.22 Million - $1.4 Million	21,346 Added 3.44%	642,433 $37.5 Million
Q4 2024 Feb 07, 2025	BUY	$61.68 - $67.87 $2.08 Million - $2.29 Million	33,703 Added 5.74%	621,087 $38.7 Million
Q3 2024 Nov 13, 2024	BUY	$57.32 - $62.65 $1.71 Million - $1.87 Million	29,872 Added 5.36%	587,384 $36.6 Million
Q2 2024 Aug 09, 2024	BUY	$56.43 - $60.79 $1.7 Million - $1.83 Million	30,101 Added 5.71%	557,512 $32.6 Million
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $23.9 Million - $119 Million	419,152 Added 387.18%	527,411 $32 Million
Q4 2023 Feb 07, 2024	SELL	$232.04 - $279.85 $1.69 Million - $2.04 Million	-7,273 Reduced 6.3%	108,259 $30 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $1.59 Million - $1.76 Million	6,443 Added 5.91%	115,532 $28.8 Million
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $626,013 - $681,416	2,606 Added 2.45%	109,089 $28.5 Million
Q1 2023 Apr 28, 2023	BUY	$237.25 - $271.72 $1.39 Million - $1.59 Million	5,842 Added 5.8%	106,483 $26.6 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $558,534 - $3.21 Million	12,484 Added 14.16%	100,641 $24.3 Million
Q3 2022 Nov 01, 2022	BUY	$43.85 - $263.28 $75,158 - $451,261	1,714 Added 1.98%	88,157 $19.3 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $3.06 Million - $3.78 Million	13,987 Added 19.3%	86,443 $19.6 Million
Q1 2022 Apr 27, 2022	BUY	$251.21 - $285.37 $4.07 Million - $4.63 Million	16,212 Added 28.82%	72,456 $19.5 Million
Q4 2021 Jan 24, 2022	BUY	$265.81 - $290.54 $635,285 - $694,390	2,390 Added 4.44%	56,244 $15.9 Million
Q3 2021 Oct 21, 2021	BUY	$256.44 - $277.04 $1.59 Million - $1.71 Million	6,189 Added 12.98%	53,854 $14.2 Million
Q2 2021 Jul 29, 2021	BUY	$260.21 - $276.38 $564,915 - $600,020	2,171 Added 4.77%	47,665 $12.8 Million
Q1 2021 May 13, 2021	BUY	$226.3 - $267.93 $1.71 Million - $2.02 Million	7,543 Added 19.88%	45,494 $11.9 Million
Q4 2020 Jan 22, 2021	SELL	$187.77 - $230.69 $12 Million - $14.8 Million	-64,037 Reduced 62.79%	37,951 $8.72 Million
Q3 2020 Oct 14, 2020	BUY	$174.43 - $196.49 $9.19 Million - $10.4 Million	52,679 Added 106.83%	101,988 $18.9 Million
Q2 2020 Aug 06, 2020	SELL	$133.18 - $194.42 $108,008 - $157,674	-811 Reduced 1.62%	49,309 $8.77 Million
Q1 2020 Apr 30, 2020	SELL	$121.75 - $210.58 $2.1 Million - $3.63 Million	-17,254 Reduced 25.61%	50,120 $7.21 Million
Q4 2019 Feb 14, 2020	BUY	$185.78 - $206.16 $7.72 Million - $8.57 Million	41,552 Added 160.92%	67,374 $13.9 Million
Q3 2019 Nov 08, 2019	BUY	$183.17 - $198.52 $681,392 - $738,494	3,720 Added 16.83%	25,822 $4.99 Million
Q2 2019 Aug 06, 2019	BUY	$181.14 - $198.0 $1.09 Million - $1.19 Million	6,028 Added 37.5%	22,102 $4.29 Million
Q1 2019 May 13, 2019	BUY	$162.83 - $193.4 $369,949 - $439,404	2,272 Added 16.46%	16,074 $3.04 Million
Q4 2018 Feb 13, 2019	BUY	$156.48 - $199.76 $2.16 Million - $2.76 Million	13,802 New	13,802 $2.29 Million

Others Institutions Holding IJH

# of Institutions

2,728

Shares Held

1.18B

Call Options Held

709K

Put Options Held

118K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Avantax Advisory Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History