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

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

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 20,073 shares of IJJ stock, worth $2.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,073
Previous 29,862 32.78%
Holding current value
$2.46 Million
Previous $3.53 Million 35.53%
% of portfolio
0.02%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
787
Shares Held
42.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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