Avantax Advisory Services, Inc. Ishares Morningstar Small Cap Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 64,197 shares of ISCV stock, worth $4.31 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

64,197

Previous 64,446 0.39%

Holding current value

$4.31 Million

Previous $3.82 Million 3.14%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$51.37 - $61.54 $12,791 - $15,323	-249 Reduced 0.39%	64,197 $3.94 Million
Q1 2025 May 06, 2025	BUY	$58.11 - $66.0 $12,377 - $14,058	213 Added 0.33%	64,446 $3.82 Million
Q4 2024 Feb 07, 2025	BUY	$62.21 - $69.5 $49,581 - $55,391	797 Added 1.26%	64,233 $4.07 Million
Q3 2024 Nov 13, 2024	SELL	$57.26 - $64.12 $7,501 - $8,399	-131 Reduced 0.21%	63,436 $4.03 Million
Q2 2024 Aug 09, 2024	BUY	$56.09 - $60.92 $94,960 - $103,137	1,693 Added 2.74%	63,567 $3.68 Million
Q1 2024 May 08, 2024	SELL	$55.84 - $61.2 $504,402 - $552,819	-9,033 Reduced 12.74%	61,874 $3.79 Million
Q4 2023 Feb 07, 2024	BUY	$47.77 - $59.95 $179,233 - $224,932	3,752 Added 5.59%	70,907 $4.2 Million
Q3 2023 Nov 07, 2023	BUY	$51.03 - $57.84 $31,893 - $36,150	625 Added 0.94%	67,155 $3.48 Million
Q2 2023 Aug 11, 2023	BUY	$49.05 - $54.02 $86,622 - $95,399	1,766 Added 2.73%	66,530 $3.59 Million
Q1 2023 Apr 28, 2023	SELL	$49.59 - $59.69 $76,467 - $92,041	-1,542 Reduced 2.33%	64,764 $3.38 Million
Q4 2022 Feb 13, 2023	BUY	$48.79 - $56.02 $241,217 - $276,962	4,944 Added 8.06%	66,306 $3.45 Million
Q3 2022 Nov 01, 2022	SELL	$47.53 - $58.2 $86,837 - $106,331	-1,827 Reduced 2.89%	61,362 $2.92 Million
Q2 2022 Aug 02, 2022	SELL	$49.29 - $59.27 $63,731 - $76,636	-1,293 Reduced 2.01%	63,189 $3.18 Million
Q1 2022 Apr 27, 2022	SELL	$55.39 - $60.86 $7.84 Million - $8.62 Million	-141,626 Reduced 68.71%	64,482 $3.79 Million
Q4 2021 Jan 24, 2022	SELL	$56.08 - $62.28 $60,117 - $66,764	-1,072 Reduced 0.52%	206,108 $12.3 Million
Q3 2021 Oct 21, 2021	BUY	$54.15 - $59.29 $42,453 - $46,483	784 Added 0.38%	207,180 $11.8 Million
Q2 2021 Jul 29, 2021	BUY	$56.09 - $61.75 $7.61 Million - $8.38 Million	135,636 Added 191.68%	206,396 $12.1 Million
Q1 2021 May 13, 2021	BUY	$46.06 - $59.09 $71,899 - $92,239	1,561 Added 2.26%	70,760 $11.9 Million
Q4 2020 Jan 22, 2021	SELL	$35.72 - $46.97 $1.18 Million - $1.56 Million	-33,169 Reduced 32.4%	69,199 $9.75 Million
Q3 2020 Oct 14, 2020	BUY	$32.71 - $38.2 $628,849 - $734,395	19,225 Added 23.12%	102,368 $10.9 Million
Q2 2020 Aug 06, 2020	BUY	$26.0 - $40.5 $120,666 - $187,960	4,641 Added 5.91%	83,143 $8.63 Million
Q1 2020 Apr 30, 2020	SELL	$24.73 - $48.34 $15,950 - $31,179	-645 Reduced 0.81%	78,502 $6.71 Million
Q4 2019 Feb 14, 2020	BUY	$42.6 - $48.14 $3.08 Million - $3.48 Million	72,198 Added 1038.97%	79,147 $11.4 Million
Q3 2019 Nov 08, 2019	BUY	$41.32 - $46.22 $2,024 - $2,264	49 Added 0.71%	6,949 $928,000
Q2 2019 Aug 06, 2019	SELL	$43.25 - $48.06 $28,718 - $31,911	-664 Reduced 8.78%	6,900 $946,000
Q1 2019 May 13, 2019	BUY	$41.06 - $48.32 $73,579 - $86,589	1,792 Added 31.05%	7,564 $1.04 Million
Q4 2018 Feb 13, 2019	BUY	$39.01 - $50.97 $225,165 - $294,198	5,772 New	5,772 $710,000

Others Institutions Holding ISCV

# of Institutions

123

Shares Held

3.89M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
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Avantax Advisory Services, Inc. Ishares Morningstar Small Cap Transaction History