Avantax Advisory Services, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 541,319 shares of IMCG stock, worth $45.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

541,319

Previous 546,122 0.88%

Holding current value

$45.2 Million

Previous $39 Million 11.33%

% of portfolio

0.25%

Previous 0.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$63.36 - $80.23 $304,318 - $385,344	-4,803 Reduced 0.88%	541,319 $43.4 Million
Q1 2025 May 06, 2025	BUY	$69.69 - $79.99 $409,010 - $469,461	5,869 Added 1.09%	546,122 $39 Million
Q4 2024 Feb 07, 2025	BUY	$72.18 - $81.41 $2.84 Million - $3.2 Million	39,345 Added 7.85%	540,253 $40.8 Million
Q3 2024 Nov 13, 2024	BUY	$65.15 - $72.97 $2.65 Million - $2.97 Million	40,752 Added 8.86%	500,908 $36.6 Million
Q2 2024 Aug 09, 2024	BUY	$65.46 - $70.15 $4.06 Million - $4.35 Million	61,952 Added 15.56%	460,156 $31.2 Million
Q1 2024 May 08, 2024	BUY	$62.4 - $70.68 $4.12 Million - $4.66 Million	65,978 Added 19.86%	398,204 $28.1 Million
Q4 2023 Feb 07, 2024	BUY	$53.24 - $64.9 $1.98 Million - $2.42 Million	37,234 Added 12.62%	332,226 $21.4 Million
Q3 2023 Nov 07, 2023	BUY	$56.42 - $63.15 $1.23 Million - $1.38 Million	21,812 Added 7.98%	294,992 $16.9 Million
Q2 2023 Aug 11, 2023	BUY	$55.21 - $60.94 $1.49 Million - $1.64 Million	26,920 Added 10.93%	273,180 $16.6 Million
Q1 2023 Apr 28, 2023	BUY	$53.41 - $60.85 $3.72 Million - $4.24 Million	69,670 Added 39.45%	246,260 $14.2 Million
Q4 2022 Feb 13, 2023	BUY	$49.2 - $57.69 $629,120 - $737,682	12,787 Added 7.81%	176,590 $9.51 Million
Q3 2022 Nov 01, 2022	BUY	$50.31 - $61.06 $334,460 - $405,926	6,648 Added 4.23%	163,803 $8.25 Million
Q2 2022 Aug 02, 2022	SELL	$49.67 - $65.18 $359,163 - $471,316	-7,231 Reduced 4.4%	157,155 $8.16 Million
Q1 2022 Apr 27, 2022	BUY	$58.98 - $72.55 $337,778 - $415,493	5,727 Added 3.61%	164,386 $10.6 Million
Q4 2021 Jan 24, 2022	BUY	$68.19 - $76.33 $583,979 - $653,690	8,564 Added 5.71%	158,659 $11.6 Million
Q3 2021 Oct 21, 2021	BUY	$67.2 - $73.35 $239,164 - $261,052	3,559 Added 2.43%	150,095 $10.3 Million
Q2 2021 Jul 29, 2021	BUY	$62.47 - $69.22 $7.78 Million - $8.62 Million	124,537 Added 566.1%	146,536 $10.1 Million
Q1 2021 May 13, 2021	BUY	$59.71 - $69.62 $282,846 - $329,789	4,737 Added 27.44%	21,999 $8.33 Million
Q4 2020 Jan 22, 2021	SELL	$53.63 - $65.01 $1.22 Million - $1.48 Million	-22,700 Reduced 56.8%	17,262 $6.62 Million
Q3 2020 Oct 14, 2020	BUY	$49.18 - $55.94 $1.27 Million - $1.44 Million	25,751 Added 181.2%	39,962 $12.8 Million
Q2 2020 Aug 06, 2020	BUY	$34.76 - $49.01 $19,639 - $27,690	565 Added 4.14%	14,211 $4.17 Million
Q1 2020 Apr 30, 2020	BUY	$31.41 - $47.63 $43,000 - $65,205	1,369 Added 11.15%	13,646 $2.98 Million
Q4 2019 Feb 14, 2020	BUY	$39.47 - $44.02 $21,747 - $24,255	551 Added 4.7%	12,277 $3.23 Million
Q3 2019 Nov 08, 2019	BUY	$40.09 - $43.26 $50,513 - $54,507	1,260 Added 12.04%	11,726 $2.85 Million
Q2 2019 Aug 06, 2019	BUY	$38.77 - $42.2 $24,657 - $26,839	636 Added 6.47%	10,466 $2.63 Million
Q1 2019 May 13, 2019	BUY	$31.39 - $39.56 $63,721 - $80,306	2,030 Added 26.03%	9,830 $2.31 Million
Q4 2018 Feb 13, 2019	BUY	$30.16 - $38.97 $235,248 - $303,966	7,800 New	7,800 $1.52 Million

Others Institutions Holding IMCG

# of Institutions

406

Shares Held

22.9M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Avantax Advisory Services, Inc. Ishare Morningstar Mid Cap Gro Transaction History