Avantax Advisory Services, Inc. Ishares S&P Smallcap 600 Value Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 148,729 shares of IJS stock, worth $16.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

148,729

Previous 97,429 52.65%

Holding current value

$16.5 Million

Previous $9.5 Million 55.81%

% of portfolio

0.08%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$83.54 - $100.04 $4.29 Million - $5.13 Million	51,300 Added 52.65%	148,729 $14.8 Million
Q1 2025 May 06, 2025	BUY	$96.3 - $112.23 $372,969 - $434,666	3,873 Added 4.14%	97,429 $9.5 Million
Q4 2024 Feb 07, 2025	BUY	$104.59 - $118.05 $400,998 - $452,603	3,834 Added 4.27%	93,556 $10.2 Million
Q3 2024 Nov 13, 2024	BUY	$95.81 - $109.03 $279,190 - $317,713	2,914 Added 3.36%	89,722 $9.66 Million
Q2 2024 Aug 09, 2024	BUY	$94.12 - $102.13 $1.09 Million - $1.18 Million	11,541 Added 15.33%	86,808 $8.44 Million
Q1 2024 May 08, 2024	BUY	$95.88 - $102.78 $66,253 - $71,020	691 Added 0.93%	75,267 $7.73 Million
Q4 2023 Feb 07, 2024	SELL	$82.1 - $104.53 $915,332 - $1.17 Million	-11,149 Reduced 13.01%	74,576 $7.69 Million
Q3 2023 Nov 07, 2023	BUY	$87.64 - $100.82 $60,033 - $69,061	685 Added 0.81%	85,725 $7.65 Million
Q2 2023 Aug 11, 2023	BUY	$87.59 - $95.56 $67,707 - $73,867	773 Added 0.92%	85,040 $8.09 Million
Q1 2023 Apr 28, 2023	BUY	$88.82 - $106.56 $520,751 - $624,761	5,863 Added 7.48%	84,267 $7.89 Million
Q4 2022 Feb 13, 2023	BUY	$84.57 - $97.98 $397,986 - $461,093	4,706 Added 6.39%	78,404 $7.16 Million
Q3 2022 Nov 01, 2022	SELL	$82.45 - $101.32 $295,006 - $362,522	-3,578 Reduced 4.63%	73,698 $6.08 Million
Q2 2022 Aug 02, 2022	BUY	$86.2 - $103.37 $34,738 - $41,658	403 Added 0.52%	77,276 $6.88 Million
Q1 2022 Apr 27, 2022	BUY	$97.08 - $107.22 $2.85 Million - $3.15 Million	29,357 Added 61.78%	76,873 $7.86 Million
Q4 2021 Jan 24, 2022	SELL	$99.12 - $110.76 $1.27 Million - $1.42 Million	-12,797 Reduced 21.22%	47,516 $4.97 Million
Q3 2021 Oct 21, 2021	SELL	$96.17 - $106.29 $245,329 - $271,145	-2,551 Reduced 4.06%	60,313 $6.07 Million
Q2 2021 Jul 29, 2021	BUY	$99.12 - $110.44 $1.23 Million - $1.37 Million	12,382 Added 24.53%	62,864 $6.62 Million
Q1 2021 May 13, 2021	BUY	$80.37 - $107.94 $961,787 - $1.29 Million	11,967 Added 31.07%	50,482 $5.09 Million
Q4 2020 Jan 22, 2021	SELL	$62.11 - $81.5 $153,784 - $201,794	-2,476 Reduced 6.04%	38,515 $3.13 Million
Q3 2020 Oct 14, 2020	BUY	$57.0 - $67.07 $1.57 Million - $1.85 Million	27,565 Added 205.31%	40,991 $5.02 Million
Q2 2020 Aug 06, 2020	SELL	$45.29 - $69.3 $36,956 - $56,548	-816 Reduced 5.73%	13,426 $1.62 Million
Q1 2020 Apr 30, 2020	BUY	$44.17 - $81.02 $62,103 - $113,914	1,406 Added 10.95%	14,242 $1.42 Million
Q4 2019 Feb 14, 2020	BUY	$72.03 - $80.55 $701,788 - $784,798	9,743 Added 315.0%	12,836 $2.06 Million
Q3 2019 Nov 08, 2019	SELL	$74.24 - $77.45 $39,198 - $40,893	-528 Reduced 14.58%	3,093 $464,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,794 Added 98.19%	3,621 $538,000
Q1 2019 May 13, 2019	SELL	N/A	-270 Reduced 12.88%	1,827 $270,000
Q4 2018 Feb 13, 2019	BUY	N/A	2,097 New	2,097 $275,000

Others Institutions Holding IJS

# of Institutions

892

Shares Held

39.1M

Call Options Held

31.3K

Put Options Held

38.3K

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About ISHARES S&P SMALLCAP 600 VALUE

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Avantax Advisory Services, Inc. Ishares S&P Smallcap 600 Value Transaction History