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

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 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 30,586 shares of IWB stock, worth $10.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,586
Previous 34,367 11.0%
Holding current value
$10.2 Million
Previous $10.2 Million 5.97%
% of portfolio
0.06%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,372
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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