Avantax Advisory Services, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 169,119 shares of IJT stock, worth $21.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

169,119

Previous 162,666 3.97%

Holding current value

$21.1 Million

Previous $22.7 Million 0.89%

% of portfolio

0.15%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$134.53 - $150.65 $868,122 - $972,144	6,453 Added 3.97%	169,119 $22.9 Million
Q3 2024 Nov 13, 2024	BUY	$127.29 - $141.5 $1.51 Million - $1.68 Million	11,900 Added 7.89%	162,666 $22.7 Million
Q2 2024 Aug 09, 2024	BUY	$121.57 - $132.2 $2.66 Million - $2.89 Million	21,849 Added 16.95%	150,766 $19.4 Million
Q1 2024 May 08, 2024	BUY	$119.97 - $130.73 $3.04 Million - $3.32 Million	25,360 Added 24.49%	128,917 $16.9 Million
Q4 2023 Feb 07, 2024	BUY	$103.08 - $127.26 $392,425 - $484,478	3,807 Added 3.82%	103,557 $13 Million
Q3 2023 Nov 07, 2023	BUY	$108.37 - $120.85 $1.14 Million - $1.27 Million	10,474 Added 11.73%	99,750 $10.9 Million
Q2 2023 Aug 11, 2023	BUY	$104.35 - $114.93 $1.5 Million - $1.65 Million	14,356 Added 19.16%	89,276 $10.3 Million
Q1 2023 Apr 28, 2023	BUY	$105.46 - $120.16 $2.92 Million - $3.33 Million	27,672 Added 58.57%	74,920 $8.24 Million
Q4 2022 Feb 13, 2023	BUY	$102.93 - $117.14 $241,370 - $274,693	2,345 Added 5.22%	47,248 $5.11 Million
Q3 2022 Nov 01, 2022	BUY	$100.74 - $123.41 $173,172 - $212,141	1,719 Added 3.98%	44,903 $4.57 Million
Q2 2022 Aug 02, 2022	BUY	$101.11 - $126.58 $137,408 - $172,022	1,359 Added 3.25%	43,184 $4.55 Million
Q1 2022 Apr 27, 2022	BUY	$119.16 - $140.17 $595,085 - $700,008	4,994 Added 13.56%	41,825 $5.24 Million
Q4 2021 Jan 24, 2022	BUY	$130.52 - $143.62 $382,423 - $420,806	2,930 Added 8.64%	36,831 $5.11 Million
Q3 2021 Oct 21, 2021	BUY	$125.08 - $136.86 $611,766 - $669,382	4,891 Added 16.86%	33,901 $4.4 Million
Q2 2021 Jul 29, 2021	BUY	$122.71 - $133.56 $563,238 - $613,040	4,590 Added 18.8%	29,010 $3.84 Million
Q1 2021 May 13, 2021	BUY	$113.22 - $134.41 $128,731 - $152,824	1,137 Added 4.88%	24,420 $3.13 Million
Q4 2020 Jan 22, 2021	SELL	$89.39 - $115.31 $1.14 Million - $1.48 Million	-12,797 Reduced 35.47%	23,283 $2.66 Million
Q3 2020 Oct 14, 2020	BUY	$82.72 - $94.57 $1.83 Million - $2.09 Million	22,130 Added 158.64%	36,080 $6.37 Million
Q2 2020 Aug 06, 2020	SELL	$62.95 - $90.62 $50,360 - $72,496	-800 Reduced 5.42%	13,950 $2.37 Million
Q1 2020 Apr 30, 2020	SELL	$59.73 - $99.87 $57,699 - $96,474	-966 Reduced 6.15%	14,750 $2.03 Million
Q4 2019 Feb 14, 2020	BUY	$86.46 - $97.01 $671,448 - $753,379	7,766 Added 97.69%	15,716 $3.04 Million
Q3 2019 Nov 08, 2019	BUY	$86.64 - $92.93 $160,543 - $172,199	1,853 Added 30.39%	7,950 $1.41 Million
Q2 2019 Aug 06, 2019	BUY	$85.35 - $93.89 $87,654 - $96,425	1,027 Added 20.26%	6,097 $1.11 Million
Q1 2019 May 13, 2019	BUY	$78.94 - $92.95 $127,172 - $149,742	1,611 Added 46.57%	5,070 $905,000
Q4 2018 Feb 13, 2019	BUY	$75.74 - $99.46 $261,984 - $344,032	3,459 New	3,459 $560,000

Others Institutions Holding IJT

# of Institutions

817

Shares Held

28.2M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Avantax Advisory Services, Inc. Ishares S&P Small Cap 600 Grow Transaction History