A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 136,339 shares of ITOT stock, worth $17.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
136,339
Previous 151,362 9.93%
Holding current value
$17.1 Million
Previous $17.5 Million 7.21%
% of portfolio
0.12%
Previous 0.16%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$108.78 - $119.23 $1.63 Million - $1.79 Million
-15,023 Reduced 9.93%
136,339 $16.2 Million
Q1 2024

May 08, 2024

SELL
$103.16 - $115.3 $241,703 - $270,147
-2,343 Reduced 1.52%
151,362 $17.5 Million
Q4 2023

Feb 07, 2024

BUY
$90.04 - $105.69 $2.46 Million - $2.89 Million
27,349 Added 21.64%
153,705 $16.2 Million
Q3 2023

Nov 07, 2023

BUY
$93.72 - $101.39 $893,339 - $966,449
9,532 Added 8.16%
126,356 $11.9 Million
Q2 2023

Aug 11, 2023

BUY
$89.03 - $97.84 $716,780 - $787,709
8,051 Added 7.4%
116,824 $11.4 Million
Q1 2023

Apr 28, 2023

SELL
$84.12 - $93.15 $586,905 - $649,907
-6,977 Reduced 6.03%
108,773 $9.85 Million
Q4 2022

Feb 13, 2023

BUY
$79.44 - $90.48 $974,093 - $1.11 Million
12,262 Added 11.85%
115,750 $9.82 Million
Q3 2022

Nov 01, 2022

SELL
$79.54 - $95.9 $426,573 - $514,311
-5,363 Reduced 4.93%
103,488 $8.23 Million
Q2 2022

Aug 02, 2022

BUY
$80.96 - $102.19 $427,306 - $539,358
5,278 Added 5.1%
108,851 $9.12 Million
Q1 2022

Apr 27, 2022

BUY
$93.09 - $107.63 $909,210 - $1.05 Million
9,767 Added 10.41%
103,573 $10.5 Million
Q4 2021

Jan 24, 2022

BUY
$98.24 - $107.61 $332,935 - $364,690
3,389 Added 3.75%
93,806 $10 Million
Q3 2021

Oct 21, 2021

SELL
$97.33 - $103.96 $20,244 - $21,623
-208 Reduced 0.23%
90,417 $8.9 Million
Q2 2021

Jul 29, 2021

BUY
$92.76 - $98.86 $486,247 - $518,224
5,242 Added 6.14%
90,625 $8.96 Million
Q1 2021

May 13, 2021

BUY
$85.12 - $92.58 $601,202 - $653,892
7,063 Added 9.02%
85,383 $7.81 Million
Q4 2020

Jan 22, 2021

SELL
$74.05 - $86.22 $3.94 Million - $4.59 Million
-53,191 Reduced 40.45%
78,320 $6.76 Million
Q3 2020

Oct 14, 2020

BUY
$69.81 - $80.47 $2.97 Million - $3.43 Million
42,595 Added 47.9%
131,511 $9.93 Million
Q2 2020

Aug 06, 2020

SELL
$54.49 - $72.8 $279,261 - $373,100
-5,125 Reduced 5.45%
88,916 $6.17 Million
Q1 2020

Apr 30, 2020

SELL
$49.67 - $76.42 $902,752 - $1.39 Million
-18,175 Reduced 16.2%
94,041 $5.39 Million
Q4 2019

Feb 14, 2020

BUY
$65.12 - $72.96 $1.06 Million - $1.18 Million
16,209 Added 16.88%
112,216 $8.16 Million
Q3 2019

Nov 08, 2019

BUY
$64.37 - $68.57 $981,642 - $1.05 Million
15,250 Added 18.88%
96,007 $6.43 Million
Q2 2019

Aug 06, 2019

BUY
$62.47 - $67.06 $220,831 - $237,057
3,535 Added 4.58%
80,757 $5.38 Million
Q1 2019

May 13, 2019

BUY
$55.45 - $64.92 $817,554 - $957,180
14,744 Added 23.6%
77,222 $4.97 Million
Q4 2018

Feb 13, 2019

BUY
$53.25 - $66.76 $3.33 Million - $4.17 Million
62,478 New
62,478 $3.55 Million

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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