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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 269,448 shares of IUSV stock, worth $23.7 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
269,448
Previous 262,475 2.66%
Holding current value
$23.7 Million
Previous $22.1 Million 10.09%
% of portfolio
0.22%
Previous 0.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$82.87 - $90.44 $577,852 - $630,638
6,973 Added 2.66%
269,448 $24.4 Million
Q4 2023

Feb 07, 2024
SELL
$71.48 - $84.61 $1.75 Million - $2.07 Million
-24,417 Reduced 8.51%
262,475 $22.1 Million
Q3 2023

Nov 07, 2023
SELL
$74.38 - $81.04 $1.21 Million - $1.32 Million
-16,249 Reduced 5.36%
286,892 $21.4 Million
Q2 2023

Aug 11, 2023
BUY
$72.65 - $78.26 $233,351 - $251,371
3,212 Added 1.07%
303,141 $23.7 Million
Q1 2023

Apr 28, 2023
BUY
$70.21 - $77.86 $277,118 - $307,313
3,947 Added 1.33%
299,929 $22.1 Million
Q4 2022

Feb 13, 2023
SELL
$68.46 - $73.93 $871,016 - $940,611
-12,723 Reduced 4.12%
295,982 $20.9 Million
Q3 2022

Nov 01, 2022
SELL
$64.77 - $73.64 $339,200 - $385,652
-5,237 Reduced 1.67%
308,705 $19.3 Million
Q2 2022

Aug 02, 2022
BUY
$64.88 - $77.18 $1.61 Million - $1.91 Million
24,764 Added 8.56%
313,942 $21 Million
Q1 2022

Apr 27, 2022
BUY
$71.81 - $77.49 $1.65 Million - $1.78 Million
22,972 Added 8.63%
289,178 $21.9 Million
Q4 2021

Jan 24, 2022
BUY
$71.13 - $76.45 $565,768 - $608,083
7,954 Added 3.08%
266,206 $20.3 Million
Q3 2021

Oct 21, 2021
BUY
$69.93 - $74.13 $989,999 - $1.05 Million
14,157 Added 5.8%
258,252 $18.3 Million
Q2 2021

Jul 29, 2021
BUY
$69.41 - $73.87 $2.19 Million - $2.33 Million
31,534 Added 14.84%
244,095 $17.6 Million
Q1 2021

May 13, 2021
BUY
$61.28 - $69.6 $6.87 Million - $7.8 Million
112,081 Added 111.55%
212,561 $14.7 Million
Q4 2020

Jan 22, 2021
SELL
$53.17 - $62.19 $908,303 - $1.06 Million
-17,083 Reduced 14.53%
100,480 $6.25 Million
Q3 2020

Oct 14, 2020
BUY
$51.46 - $57.08 $1.57 Million - $1.74 Million
30,518 Added 35.06%
117,563 $6.38 Million
Q2 2020

Aug 06, 2020
SELL
$44.04 - $57.88 $232,399 - $305,432
-5,277 Reduced 5.72%
87,045 $4.55 Million
Q1 2020

Apr 30, 2020
BUY
$39.87 - $63.83 $2.75 Million - $4.4 Million
68,971 Added 295.37%
92,322 $4.27 Million
Q4 2019

Feb 14, 2020
BUY
$55.95 - $63.08 $650,194 - $733,052
11,621 Added 99.07%
23,351 $1.47 Million
Q3 2019

Nov 08, 2019
BUY
$54.3 - $58.65 $396,933 - $428,731
7,310 Added 165.38%
11,730 $678,000
Q2 2019

Aug 06, 2019
BUY
$52.68 - $57.18 $232,845 - $252,735
4,420 New
4,420 $250,000

Others Institutions Holding IUSV

# of Institutions
667
Shares Held
148M
Call Options Held
7.1K
Put Options Held
5.95K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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