Avantax Advisory Services, Inc. Ishares Core S&P U.S Growth Et Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 212,302 shares of IUSG stock, worth $30 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

212,302

Previous 200,126 6.08%

Holding current value

$30 Million

Previous $27.9 Million 3.26%

% of portfolio

0.17%

Previous 0.18%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$126.86 - $146.45 $1.54 Million - $1.78 Million	12,176 Added 6.08%	212,302 $27 Million
Q4 2024 Feb 07, 2025	BUY	$129.96 - $144.97 $291,500 - $325,167	2,243 Added 1.13%	200,126 $27.9 Million
Q3 2024 Nov 13, 2024	SELL	$116.79 - $133.54 $608,592 - $695,876	-5,211 Reduced 2.57%	197,883 $26.1 Million
Q2 2024 Aug 09, 2024	BUY	$109.98 - $128.59 $624,466 - $730,134	5,678 Added 2.88%	203,094 $25.9 Million
Q1 2024 May 08, 2024	SELL	$100.95 - $117.92 $1,110 - $1,297	-11 Reduced 0.01%	197,416 $23.1 Million
Q4 2023 Feb 07, 2024	SELL	$91.06 - $104.51 $87,872 - $100,852	-965 Reduced 0.49%	197,427 $20.6 Million
Q3 2023 Nov 07, 2023	SELL	$94.27 - $100.74 $134,240 - $143,453	-1,424 Reduced 0.71%	198,392 $18.8 Million
Q2 2023 Aug 11, 2023	BUY	$87.77 - $97.64 $2.18 Million - $2.42 Million	24,831 Added 14.19%	199,816 $19.5 Million
Q1 2023 Apr 28, 2023	BUY	$79.81 - $88.77 $18,196 - $20,239	228 Added 0.13%	174,985 $15.5 Million
Q4 2022 Feb 13, 2023	SELL	$78.88 - $88.47 $761,586 - $854,177	-9,655 Reduced 5.24%	174,757 $14.2 Million
Q3 2022 Nov 01, 2022	BUY	$80.18 - $99.02 $519,486 - $641,550	6,479 Added 3.64%	184,412 $14.8 Million
Q2 2022 Aug 02, 2022	BUY	$80.61 - $107.49 $47,237 - $62,989	586 Added 0.33%	177,933 $14.9 Million
Q1 2022 Apr 27, 2022	BUY	$94.61 - $116.48 $2.21 Million - $2.73 Million	23,395 Added 15.2%	177,347 $18.7 Million
Q4 2021 Jan 24, 2022	SELL	$101.4 - $117.16 $7.9 Million - $9.12 Million	-77,864 Reduced 33.59%	153,952 $17.8 Million
Q3 2021 Oct 21, 2021	BUY	$101.41 - $109.45 $834,807 - $900,992	8,232 Added 3.68%	231,816 $23.8 Million
Q2 2021 Jul 29, 2021	BUY	$91.91 - $101.16 $150,640 - $165,801	1,639 Added 0.74%	223,584 $22.6 Million
Q1 2021 May 13, 2021	SELL	$85.7 - $93.77 $732,820 - $801,827	-8,551 Reduced 3.71%	221,945 $20.2 Million
Q4 2020 Jan 22, 2021	SELL	$77.7 - $88.69 $2.14 Million - $2.44 Million	-27,559 Reduced 10.68%	230,496 $20.4 Million
Q3 2020 Oct 14, 2020	SELL	$72.62 - $86.26 $276,754 - $328,736	-3,811 Reduced 1.46%	258,055 $20.6 Million
Q2 2020 Aug 06, 2020	BUY	$54.68 - $72.85 $3.86 Million - $5.14 Million	70,518 Added 36.85%	261,866 $18.8 Million
Q1 2020 Apr 30, 2020	BUY	$49.63 - $73.36 $6.02 Million - $8.9 Million	121,372 Added 173.45%	191,348 $10.9 Million
Q4 2019 Feb 14, 2020	BUY	$61.11 - $67.92 $1.42 Million - $1.58 Million	23,279 Added 49.85%	69,976 $4.74 Million
Q3 2019 Nov 08, 2019	SELL	$60.87 - $64.7 $1.22 Million - $1.3 Million	-20,043 Reduced 30.03%	46,697 $2.94 Million
Q2 2019 Aug 06, 2019	BUY	$58.69 - $63.27 $382,013 - $411,824	6,509 Added 10.81%	66,740 $4.18 Million
Q1 2019 May 13, 2019	BUY	$51.25 - $60.61 $480,110 - $567,794	9,368 Added 18.42%	60,231 $3.63 Million
Q4 2018 Feb 13, 2019	BUY	$49.22 - $62.28 $2.5 Million - $3.17 Million	50,863 New	50,863 $2.69 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

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Avantax Advisory Services, Inc. Ishares Core S&P U.S Growth Et Transaction History