Avantax Advisory Services, Inc. Ishares S&P 500 Growth ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 958,227 shares of IVW stock, worth $116 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

958,227

Previous 986,934 2.91%

Holding current value

$116 Million

Previous $91.6 Million 15.15%

% of portfolio

0.6%

Previous 0.57%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$82.96 - $110.1 $2.38 Million - $3.16 Million	-28,707 Reduced 2.91%	958,227 $106 Million
Q1 2025 May 06, 2025	BUY	$92.45 - $106.69 $7.82 Million - $9.02 Million	84,548 Added 9.37%	986,934 $91.6 Million
Q4 2024 Feb 07, 2025	BUY	$94.43 - $105.47 $10.1 Million - $11.2 Million	106,458 Added 13.38%	902,386 $91.6 Million
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $909,582 - $1.04 Million	-10,730 Reduced 1.33%	795,928 $76.2 Million
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $20.2 Million - $23.8 Million	254,785 Added 46.17%	806,658 $74.6 Million

Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $15 Million - $17.5 Million	205,762 Added 59.45%	551,873 $46.6 Million
Q4 2023 Feb 07, 2024	SELL	$65.78 - $75.4 $2.17 Million - $2.49 Million	-32,969 Reduced 8.7%	346,111 $26 Million
Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $2.48 Million - $2.65 Million	36,437 Added 10.63%	379,080 $25.9 Million
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $119,087 - $132,784	1,884 Added 0.55%	342,643 $24.1 Million
Q1 2023 Apr 28, 2023	BUY	$57.25 - $63.89 $207,645 - $231,729	3,627 Added 1.08%	340,759 $21.8 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $1.8 Million - $2.02 Million	31,747 Added 10.4%	337,132 $19.7 Million
Q3 2022 Nov 01, 2022	BUY	$57.85 - $71.43 $1.19 Million - $1.47 Million	20,600 Added 7.23%	305,385 $17.7 Million
Q2 2022 Aug 02, 2022	BUY	$58.13 - $77.8 $494,163 - $661,377	8,501 Added 3.08%	284,785 $17.2 Million
Q1 2022 Apr 27, 2022	BUY	$68.33 - $84.32 $887,470 - $1.1 Million	12,988 Added 4.93%	276,284 $21.1 Million
Q4 2021 Jan 24, 2022	BUY	$73.18 - $84.81 $152,653 - $176,913	2,086 Added 0.8%	263,296 $22 Million
Q3 2021 Oct 21, 2021	SELL	$72.99 - $79.0 $1.35 Million - $1.46 Million	-18,472 Reduced 6.6%	261,210 $19.3 Million
Q2 2021 Jul 29, 2021	BUY	$65.96 - $72.81 $981,352 - $1.08 Million	14,878 Added 5.62%	279,682 $20.3 Million
Q1 2021 May 13, 2021	SELL	$61.43 - $67.25 $3.46 Million - $3.79 Million	-56,371 Reduced 17.55%	264,804 $17.2 Million
Q4 2020 Jan 22, 2021	BUY	$56.17 - $63.82 $8.93 Million - $10.1 Million	158,893 Added 97.91%	321,175 $20.5 Million
Q3 2020 Oct 14, 2020	BUY	$52.42 - $62.43 $3.28 Million - $3.9 Million	62,542 Added 62.71%	162,282 $37.5 Million
Q2 2020 Aug 06, 2020	BUY	$39.5 - $52.48 $53,206 - $70,690	1,347 Added 1.37%	99,740 $20.7 Million
Q1 2020 Apr 30, 2020	BUY	$36.14 - $52.65 $178,640 - $260,248	4,943 Added 5.29%	98,393 $16.2 Million
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $2.4 Million - $2.66 Million	54,782 Added 141.67%	93,450 $18.1 Million
Q3 2019 Nov 08, 2019	BUY	$43.49 - $46.27 $295,818 - $314,728	6,802 Added 21.35%	38,668 $6.97 Million
Q2 2019 Aug 06, 2019	BUY	$41.95 - $45.26 $144,937 - $156,373	3,455 Added 12.16%	31,866 $5.71 Million
Q1 2019 May 13, 2019	BUY	$36.63 - $43.33 $122,051 - $144,375	3,332 Added 13.29%	28,411 $4.9 Million
Q4 2018 Feb 13, 2019	BUY	$35.15 - $44.43 $881,526 - $1.11 Million	25,079 New	25,079 $3.78 Million

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Avantax Advisory Services, Inc. Ishares S&P 500 Growth ETF Transaction History