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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 708,800 shares of IJR stock, worth $75.4 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
708,800
Previous 699,676 1.3%
Holding current value
$75.4 Million
Previous $75.7 Million 3.43%
% of portfolio
0.71%
Previous 0.76%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$102.35 - $110.52 $933,841 - $1.01 Million
9,124 Added 1.3%
708,800 $78.3 Million
Q4 2023

Feb 07, 2024
SELL
$87.61 - $110.11 $263,793 - $331,541
-3,011 Reduced 0.43%
699,676 $75.7 Million
Q3 2023

Nov 07, 2023
BUY
$92.9 - $105.16 $8.08 Million - $9.14 Million
86,922 Added 14.12%
702,687 $66.3 Million
Q2 2023

Aug 11, 2023
BUY
$91.14 - $99.81 $3.18 Million - $3.48 Million
34,888 Added 6.01%
615,765 $61.4 Million
Q1 2023

Apr 28, 2023
BUY
$92.27 - $107.68 $1.44 Million - $1.68 Million
15,597 Added 2.76%
580,877 $56.2 Million
Q4 2022

Feb 13, 2023
BUY
$93.02 - $102.13 $1.58 Million - $1.73 Million
16,971 Added 3.1%
565,280 $53.5 Million
Q3 2022

Nov 01, 2022
BUY
$88.85 - $106.5 $4.33 Million - $5.19 Million
48,690 Added 9.75%
548,309 $47.8 Million
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $2.93 Million - $3.59 Million
32,920 Added 7.05%
499,619 $46.2 Million
Q1 2022

Apr 27, 2022
BUY
$102.32 - $116.69 $6.16 Million - $7.02 Million
60,201 Added 14.81%
466,699 $50.8 Million
Q4 2021

Jan 24, 2022
BUY
$108.26 - $120.32 $3.46 Million - $3.85 Million
31,957 Added 8.53%
406,498 $46.6 Million
Q3 2021

Oct 21, 2021
BUY
$104.62 - $113.69 $4 Million - $4.35 Million
38,219 Added 11.36%
374,541 $41.2 Million
Q2 2021

Jul 29, 2021
BUY
$106.38 - $116.3 $3.47 Million - $3.79 Million
32,620 Added 10.74%
336,322 $38.1 Million
Q1 2021

May 13, 2021
SELL
$91.04 - $115.01 $7.44 Million - $9.4 Million
-81,758 Reduced 21.21%
303,702 $33 Million
Q4 2020

Jan 22, 2021
SELL
$71.23 - $92.42 $16.6 Million - $21.5 Million
-232,969 Reduced 37.67%
385,460 $35.4 Million
Q3 2020

Oct 14, 2020
BUY
$65.69 - $75.96 $16.6 Million - $19.2 Million
253,179 Added 69.32%
618,429 $43.5 Million
Q2 2020

Aug 06, 2020
BUY
$50.99 - $75.55 $1.8 Million - $2.67 Million
35,344 Added 10.71%
365,250 $25 Million
Q1 2020

Apr 30, 2020
SELL
$49.11 - $85.52 $1.41 Million - $2.46 Million
-28,786 Reduced 8.03%
329,906 $18.6 Million
Q4 2019

Feb 14, 2020
BUY
$75.05 - $84.14 $18.1 Million - $20.2 Million
240,618 Added 203.79%
358,692 $30.2 Million
Q3 2019

Nov 08, 2019
BUY
$73.61 - $80.67 $1.83 Million - $2 Million
24,823 Added 26.62%
118,074 $9.18 Million
Q2 2019

Aug 06, 2019
BUY
$73.17 - $81.37 $1.48 Million - $1.64 Million
20,170 Added 27.6%
93,251 $7.3 Million
Q1 2019

May 13, 2019
BUY
$68.34 - $81.18 $1.76 Million - $2.09 Million
25,773 Added 54.48%
73,081 $5.64 Million
Q4 2018

Feb 13, 2019
BUY
$65.14 - $85.94 $3.08 Million - $4.07 Million
47,308 New
47,308 $3.27 Million

Others Institutions Holding IJR

# of Institutions
2,452
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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