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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 63,437 shares of IJK stock, worth $6.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

63,437

Previous 60,708 4.5%

Holding current value

$6.18 Million

Previous $5.35 Million 9.03%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$84.81 - $93.54 $231,446 - $255,270	2,729 Added 4.5%	63,437 $5.83 Million
Q2 2024 Aug 09, 2024	BUY	$84.85 - $91.12 $503,839 - $541,070	5,938 Added 10.84%	60,708 $5.35 Million
Q1 2024 May 08, 2024	SELL	$76.81 - $91.25 $29,110 - $34,583	-379 Reduced 0.69%	54,770 $5 Million
Q4 2023 Feb 07, 2024	SELL	$67.78 - $80.04 $1.35 Million - $1.59 Million	-19,850 Reduced 26.47%	55,149 $4.37 Million
Q3 2023 Nov 07, 2023	BUY	$71.48 - $77.94 $62,830 - $68,509	879 Added 1.19%	74,999 $5.42 Million
Q2 2023 Aug 11, 2023	BUY	$69.13 - $75.0 $532,923 - $578,175	7,709 Added 11.61%	74,120 $5.56 Million
Q1 2023 Apr 28, 2023	BUY	$67.77 - $74.78 $181,826 - $200,634	2,683 Added 4.21%	66,411 $4.75 Million
Q4 2022 Feb 13, 2023	BUY	$63.9 - $72.95 $256,558 - $292,894	4,015 Added 6.72%	63,728 $4.35 Million
Q3 2022 Nov 01, 2022	BUY	$62.35 - $75.79 $382,829 - $465,350	6,140 Added 11.46%	59,713 $3.76 Million
Q2 2022 Aug 02, 2022	BUY	$61.85 - $78.06 $149,305 - $188,436	2,414 Added 4.72%	53,573 $3.41 Million
Q1 2022 Apr 27, 2022	BUY	$72.34 - $85.19 $183,237 - $215,786	2,533 Added 5.21%	51,159 $3.94 Million
Q4 2021 Jan 24, 2022	BUY	$79.13 - $87.9 $272,840 - $303,079	3,448 Added 7.63%	48,626 $4.15 Million
Q3 2021 Oct 21, 2021	BUY	$77.71 - $83.6 $1,554 - $1,672	20 Added 0.04%	45,178 $3.57 Million
Q2 2021 Jul 29, 2021	SELL	$77.05 - $83.36 $2.24 Million - $2.42 Million	-29,068 Reduced 39.16%	45,158 $3.65 Million
Q1 2021 May 13, 2021	BUY	$71.22 - $80.18 $2.56 Million - $2.88 Million	35,907 Added 93.71%	74,226 $5.82 Million
Q4 2020 Jan 22, 2021	BUY	$60.53 - $72.82 $668,553 - $804,296	11,045 Added 40.5%	38,319 $2.77 Million
Q3 2020 Oct 14, 2020	BUY	$55.44 - $62.69 $1.16 Million - $1.31 Million	20,957 Added 331.76%	27,274 $6.53 Million
Q2 2020 Aug 06, 2020	SELL	$41.56 - $59.34 $96,336 - $137,550	-2,318 Reduced 26.84%	6,317 $1.41 Million
Q1 2020 Apr 30, 2020	SELL	$37.62 - $61.93 $172,826 - $284,506	-4,594 Reduced 34.73%	8,635 $1.54 Million
Q4 2019 Feb 14, 2020	BUY	$54.21 - $59.65 $141,921 - $156,163	2,618 Added 24.67%	13,229 $3.15 Million
Q3 2019 Nov 08, 2019	BUY	$55.64 - $57.01 $78,563 - $80,498	1,412 Added 15.35%	10,611 $2.38 Million
Q2 2019 Aug 06, 2019	BUY	N/A	1,214 Added 15.2%	9,199 $2.08 Million
Q1 2019 May 13, 2019	BUY	N/A	3,272 Added 69.42%	7,985 $1.75 Million
Q4 2018 Feb 13, 2019	BUY	N/A	4,713 New	4,713 $902,000

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Avantax Advisory Services, Inc. Ishares S&P Midcap 400 Growth Transaction History