Avantax Advisory Services, Inc. Ishares Morningstar Mid Cap Et Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 83,245 shares of IMCB stock, worth $6.96 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

83,245

Previous 82,355 1.08%

Holding current value

$6.96 Million

Previous $6.1 Million 8.7%

% of portfolio

0.04%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$65.41 - $79.66 $58,214 - $70,897	890 Added 1.08%	83,245 $6.63 Million
Q1 2025 May 06, 2025	BUY	$72.01 - $79.94 $12,889 - $14,309	179 Added 0.22%	82,355 $6.1 Million
Q4 2024 Feb 07, 2025	SELL	$75.22 - $82.17 $337,662 - $368,861	-4,489 Reduced 5.18%	82,176 $6.26 Million
Q3 2024 Nov 13, 2024	BUY	$68.79 - $76.02 $159,524 - $176,290	2,319 Added 2.75%	86,665 $6.59 Million
Q2 2024 Aug 09, 2024	BUY	$68.23 - $72.35 $192,613 - $204,244	2,823 Added 3.46%	84,346 $5.91 Million
Q1 2024 May 08, 2024	SELL	$65.15 - $72.83 $415,070 - $463,999	-6,371 Reduced 7.25%	81,523 $5.94 Million
Q4 2023 Feb 07, 2024	SELL	$56.23 - $67.47 $173,188 - $207,807	-3,080 Reduced 3.39%	87,894 $5.9 Million
Q3 2023 Nov 07, 2023	SELL	$59.24 - $65.55 $33,470 - $37,035	-565 Reduced 0.62%	90,974 $5.43 Million
Q2 2023 Aug 11, 2023	SELL	$58.45 - $63.29 $188,735 - $204,363	-3,229 Reduced 3.41%	91,539 $5.79 Million
Q1 2023 Apr 28, 2023	SELL	$57.52 - $65.42 $6.81 Million - $7.74 Million	-118,323 Reduced 55.53%	94,768 $5.75 Million
Q4 2022 Feb 13, 2023	BUY	$53.66 - $62.35 $294,217 - $341,865	5,483 Added 2.64%	213,091 $12.5 Million
Q3 2022 Nov 01, 2022	SELL	$53.88 - $64.86 $136,047 - $163,771	-2,525 Reduced 1.2%	207,608 $11.2 Million
Q2 2022 Aug 02, 2022	SELL	$54.49 - $67.75 $473,790 - $589,086	-8,695 Reduced 3.97%	210,133 $11.8 Million
Q1 2022 Apr 27, 2022	SELL	$62.82 - $71.22 $719,477 - $815,682	-11,453 Reduced 4.97%	218,828 $14.7 Million
Q4 2021 Jan 24, 2022	SELL	$66.65 - $72.78 $64,517 - $70,451	-968 Reduced 0.42%	230,281 $16.4 Million
Q3 2021 Oct 21, 2021	BUY	$64.6 - $69.96 $139,342 - $150,903	2,157 Added 0.94%	231,249 $15.4 Million
Q2 2021 Jul 29, 2021	BUY	$63.61 - $67.29 $11 Million - $11.7 Million	173,639 Added 313.13%	229,092 $15.4 Million
Q1 2021 May 13, 2021	BUY	$57.59 - $63.79 $144,666 - $160,240	2,512 Added 4.74%	55,453 $14 Million
Q4 2020 Jan 22, 2021	SELL	$49.49 - $58.54 $1.82 Million - $2.15 Million	-36,766 Reduced 40.98%	52,941 $12.4 Million
Q3 2020 Oct 14, 2020	BUY	$45.9 - $52.31 $1.86 Million - $2.12 Million	40,584 Added 82.62%	89,707 $17.9 Million
Q2 2020 Aug 06, 2020	BUY	$35.81 - $50.15 $128,378 - $179,787	3,585 Added 7.87%	49,123 $9.06 Million
Q1 2020 Apr 30, 2020	SELL	$32.1 - $54.4 $7,575 - $12,838	-236 Reduced 0.52%	45,538 $6.98 Million
Q4 2019 Feb 14, 2020	BUY	$47.88 - $52.39 $1.97 Million - $2.15 Million	41,053 Added 869.58%	45,774 $9.59 Million
Q3 2019 Nov 08, 2019	BUY	$49.18 - $50.15 $8,704 - $8,876	177 Added 3.9%	4,721 $935,000
Q2 2019 Aug 06, 2019	BUY	N/A	100 Added 2.25%	4,544 $881,000
Q1 2019 May 13, 2019	BUY	N/A	69 Added 1.58%	4,444 $835,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,375 New	4,375 $708,000

Others Institutions Holding IMCB

# of Institutions

202

Shares Held

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Ishares Morningstar Mid Cap Et Transaction History