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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 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 297,785 shares of IUSV stock, worth $28.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

297,785

Previous 294,871 0.99%

Holding current value

$28.1 Million

Previous $26 Million 9.42%

% of portfolio

0.19%

Previous 0.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$87.56 - $95.49 $255,149 - $278,257	2,914 Added 0.99%	297,785 $28.4 Million
Q2 2024 Aug 09, 2024	BUY	$85.39 - $90.42 $2.17 Million - $2.3 Million	25,423 Added 9.44%	294,871 $26 Million
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	$63.23 - $73.93 $804,475 - $940,611	-12,723 Reduced 4.12%	295,982 $20.9 Million
Q3 2022 Nov 01, 2022	SELL	$62.61 - $73.64 $327,888 - $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

747

Shares Held

168M

Call Options Held

2.9K

Put Options Held

View Full List

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

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