Avantax Advisory Services, Inc. Ishares S&P Midcap 400 Value E Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,808 shares of IJJ stock, worth $2.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,808

Previous 21,869 18.57%

Holding current value

$2.23 Million

Previous $2.62 Million 15.97%

% of portfolio

0.01%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$103.88 - $123.68 $421,856 - $502,264	-4,061 Reduced 18.57%	17,808 $2.2 Million
Q1 2025 May 06, 2025	BUY	$117.4 - $131.02 $170,347 - $190,110	1,451 Added 7.11%	21,869 $2.62 Million
Q4 2024 Feb 07, 2025	BUY	$121.89 - $135.52 $107,263 - $119,257	880 Added 4.5%	20,418 $2.55 Million
Q3 2024 Nov 13, 2024	SELL	$111.9 - $124.28 $59,866 - $66,489	-535 Reduced 2.67%	19,538 $2.42 Million
Q2 2024 Aug 09, 2024	SELL	$109.44 - $118.4 $1.07 Million - $1.16 Million	-9,789 Reduced 32.78%	20,073 $2.28 Million
Q1 2024 May 08, 2024	BUY	$109.27 - $118.29 $1.3 Million - $1.41 Million	11,935 Added 66.58%	29,862 $3.53 Million
Q4 2023 Feb 07, 2024	SELL	$93.05 - $115.17 $1.09 Million - $1.35 Million	-11,684 Reduced 39.46%	17,927 $2.04 Million
Q3 2023 Nov 07, 2023	SELL	$99.46 - $111.92 $1.12 Million - $1.26 Million	-11,291 Reduced 27.61%	29,611 $2.99 Million
Q2 2023 Aug 11, 2023	BUY	$97.74 - $107.13 $243,665 - $267,075	2,493 Added 6.49%	40,902 $4.38 Million
Q1 2023 Apr 28, 2023	BUY	$97.23 - $116.09 $193,973 - $231,599	1,995 Added 5.48%	38,409 $3.95 Million
Q4 2022 Feb 13, 2023	BUY	$91.7 - $106.74 $591,006 - $687,939	6,445 Added 21.51%	36,414 $3.67 Million
Q3 2022 Nov 01, 2022	BUY	$90.0 - $107.68 $669,060 - $800,493	7,434 Added 32.99%	29,969 $2.7 Million
Q2 2022 Aug 02, 2022	SELL	$91.51 - $110.2 $467,250 - $562,681	-5,106 Reduced 18.47%	22,535 $2.13 Million
Q1 2022 Apr 27, 2022	BUY	$102.52 - $112.86 $1.75 Million - $1.93 Million	17,068 Added 161.43%	27,641 $3.02 Million
Q4 2021 Jan 24, 2022	BUY	$103.36 - $113.35 $173,541 - $190,314	1,679 Added 18.88%	10,573 $1.17 Million
Q3 2021 Oct 21, 2021	SELL	$99.84 - $108.44 $107,427 - $116,681	-1,076 Reduced 10.79%	8,894 $912,000
Q2 2021 Jul 29, 2021	BUY	$102.45 - $110.12 $180,312 - $193,811	1,760 Added 21.44%	9,970 $1.05 Million
Q1 2021 May 13, 2021	BUY	$84.81 - $105.35 $242,302 - $300,984	2,857 Added 53.37%	8,210 $834,000
Q4 2020 Jan 22, 2021	SELL	$68.27 - $86.35 $886,349 - $1.12 Million	-12,983 Reduced 70.81%	5,353 $462,000
Q3 2020 Oct 14, 2020	BUY	$63.93 - $72.86 $991,682 - $1.13 Million	15,512 Added 549.29%	18,336 $2.47 Million
Q2 2020 Aug 06, 2020	SELL	$50.55 - $75.5 $20,472 - $30,577	-405 Reduced 12.54%	2,824 $377,000
Q1 2020 Apr 30, 2020	SELL	$46.62 - $86.52 $45,920 - $85,222	-985 Reduced 23.37%	3,229 $355,000
Q4 2019 Feb 14, 2020	BUY	$76.36 - $85.59 $115,074 - $128,984	1,507 Added 55.67%	4,214 $718,000
Q3 2019 Nov 08, 2019	SELL	$79.13 - $81.47 $31,018 - $31,936	-392 Reduced 12.65%	2,707 $435,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,297 Added 71.98%	3,099 $494,000
Q1 2019 May 13, 2019	SELL	N/A	-70 Reduced 3.74%	1,802 $283,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,872 New	1,872 $260,000

Others Institutions Holding IJJ

# of Institutions

907

Shares Held

42.1M

Call Options Held

184K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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Avantax Advisory Services, Inc. Ishares S&P Midcap 400 Value E Transaction History