Avantax Advisory Services, Inc. Ishares Tr Russell 1000 ETF Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 32,347 shares of IWB stock, worth $10.9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

32,347

Previous 30,586 5.76%

Holding current value

$10.9 Million

Previous $9.62 Million 8.37%

% of portfolio

0.07%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$311.11 - $335.64 $547,864 - $591,062	1,761 Added 5.76%	32,347 $10.4 Million
Q3 2024 Nov 13, 2024	SELL	$283.28 - $314.39 $1.07 Million - $1.19 Million	-3,781 Reduced 11.0%	30,586 $9.62 Million
Q2 2024 Aug 09, 2024	BUY	$272.21 - $298.72 $4.32 Million - $4.74 Million	15,865 Added 85.75%	34,367 $10.2 Million
Q1 2024 May 08, 2024	SELL	$257.46 - $288.1 $1.09 Million - $1.22 Million	-4,241 Reduced 18.65%	18,502 $5.33 Million
Q4 2023 Feb 07, 2024	BUY	$225.16 - $263.17 $379,619 - $443,704	1,686 Added 8.01%	22,743 $5.96 Million
Q3 2023 Nov 07, 2023	BUY	$234.05 - $252.17 $359,032 - $386,828	1,534 Added 7.86%	21,057 $4.95 Million
Q2 2023 Aug 11, 2023	SELL	$221.85 - $243.74 $590,121 - $648,348	-2,660 Reduced 11.99%	19,523 $4.76 Million
Q1 2023 Apr 28, 2023	SELL	$208.78 - $230.55 $6.94 Million - $7.66 Million	-33,243 Reduced 59.98%	22,183 $5 Million
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $1.84 Million - $2.1 Million	-9,338 Reduced 14.42%	55,426 $11.7 Million
Q3 2022 Nov 01, 2022	SELL	$197.33 - $237.63 $184,108 - $221,708	-933 Reduced 1.42%	64,764 $12.8 Million
Q2 2022 Aug 02, 2022	BUY	$201.03 - $253.2 $1.02 Million - $1.29 Million	5,081 Added 8.38%	65,697 $13.6 Million
Q1 2022 Apr 27, 2022	BUY	$230.48 - $266.11 $1.52 Million - $1.76 Million	6,615 Added 12.25%	60,616 $15.2 Million
Q4 2021 Jan 24, 2022	BUY	$241.33 - $266.02 $654,486 - $721,446	2,712 Added 5.29%	54,001 $14.3 Million
Q3 2021 Oct 21, 2021	BUY	$239.32 - $255.42 $745,960 - $796,144	3,117 Added 6.47%	51,289 $12.4 Million
Q2 2021 Jul 29, 2021	BUY	$226.48 - $242.11 $1.12 Million - $1.19 Million	4,928 Added 11.4%	48,172 $11.7 Million
Q1 2021 May 13, 2021	BUY	$208.89 - $225.24 $7.26 Million - $7.83 Million	34,745 Added 408.81%	43,244 $9.69 Million
Q4 2020 Jan 22, 2021	SELL	$182.85 - $211.84 $5.31 Million - $6.15 Million	-29,045 Reduced 77.36%	8,499 $1.8 Million
Q3 2020 Oct 14, 2020	BUY	$172.79 - $199.44 $3.54 Million - $4.08 Million	20,462 Added 119.79%	37,544 $7.03 Million
Q2 2020 Aug 06, 2020	SELL	$135.3 - $179.75 $3.05 Million - $4.06 Million	-22,578 Reduced 56.93%	17,082 $2.93 Million
Q1 2020 Apr 30, 2020	BUY	$122.99 - $188.06 $2.29 Million - $3.5 Million	18,628 Added 88.57%	39,660 $5.61 Million
Q4 2019 Feb 14, 2020	BUY	$159.7 - $178.97 $3.08 Million - $3.46 Million	19,313 Added 1123.5%	21,032 $3.75 Million
Q3 2019 Nov 08, 2019	SELL	$163.68 - $167.08 $3,437 - $3,508	-21 Reduced 1.21%	1,719 $283,000
Q2 2019 Aug 06, 2019	BUY	N/A	3 Added 0.17%	1,740 $283,000
Q1 2019 May 13, 2019	BUY	N/A	1,737 New	1,737 $273,000

Others Institutions Holding IWB

# of Institutions

1,465

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Tr Russell 1000 ETF Transaction History