Avantax Advisory Services, Inc. Russell Micro Cap ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 79,017 shares of IWC stock, worth $8.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

79,017

Previous 72,771 8.58%

Holding current value

$8.74 Million

Previous $9.49 Million 7.63%

% of portfolio

0.05%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$110.91 - $133.46 $692,743 - $833,591	6,246 Added 8.58%	79,017 $8.76 Million
Q4 2024 Feb 07, 2025	BUY	$120.3 - $138.84 $104,901 - $121,068	872 Added 1.21%	72,771 $9.49 Million
Q3 2024 Nov 13, 2024	SELL	$112.21 - $129.46 $718,144 - $828,544	-6,400 Reduced 8.17%	71,899 $8.87 Million
Q2 2024 Aug 09, 2024	SELL	$109.35 - $119.81 $2.31 Million - $2.53 Million	-21,120 Reduced 21.24%	78,299 $8.93 Million
Q1 2024 May 08, 2024	SELL	$109.23 - $121.19 $5.3 Million - $5.88 Million	-48,509 Reduced 32.79%	99,419 $12 Million
Q4 2023 Feb 07, 2024	SELL	$90.78 - $118.63 $330,348 - $431,694	-3,639 Reduced 2.4%	147,928 $17.2 Million
Q3 2023 Nov 07, 2023	SELL	$99.15 - $115.3 $18,640 - $21,676	-188 Reduced 0.12%	151,567 $15.2 Million
Q2 2023 Aug 11, 2023	SELL	$99.62 - $112.59 $182,902 - $206,715	-1,836 Reduced 1.2%	151,755 $16.6 Million
Q1 2023 Apr 28, 2023	SELL	$100.59 - $121.88 $68,300 - $82,756	-679 Reduced 0.44%	153,591 $16.1 Million
Q4 2022 Feb 13, 2023	BUY	$103.28 - $114.29 $767,576 - $849,403	7,432 Added 5.06%	154,270 $16.6 Million
Q3 2022 Nov 01, 2022	BUY	$101.64 - $126.54 $934,986 - $1.16 Million	9,199 Added 6.68%	146,838 $15.2 Million
Q2 2022 Aug 02, 2022	SELL	$103.11 - $130.99 $549,163 - $697,652	-5,326 Reduced 3.73%	137,639 $14.3 Million
Q1 2022 Apr 27, 2022	SELL	$119.81 - $142.34 $708,436 - $841,656	-5,913 Reduced 3.97%	142,965 $18.4 Million
Q4 2021 Jan 24, 2022	BUY	$134.03 - $156.72 $293,659 - $343,373	2,191 Added 1.49%	148,878 $20.8 Million
Q3 2021 Oct 21, 2021	BUY	$136.87 - $153.98 $102,515 - $115,331	749 Added 0.51%	146,687 $21.2 Million
Q2 2021 Jul 29, 2021	SELL	$136.95 - $157.3 $1.45 Million - $1.67 Million	-10,613 Reduced 6.78%	145,938 $22.3 Million
Q1 2021 May 13, 2021	SELL	$117.96 - $158.51 $726,633 - $976,421	-6,160 Reduced 3.79%	156,551 $23 Million
Q4 2020 Jan 22, 2021	SELL	$91.79 - $121.66 $2.54 Million - $3.37 Million	-27,709 Reduced 14.55%	162,711 $19.3 Million
Q3 2020 Oct 14, 2020	BUY	$83.76 - $96.86 $2.23 Million - $2.57 Million	26,567 Added 16.21%	190,420 $17.2 Million
Q2 2020 Aug 06, 2020	BUY	$60.8 - $91.7 $417,635 - $629,887	6,869 Added 4.38%	163,853 $14.3 Million
Q1 2020 Apr 30, 2020	BUY	$57.05 - $101.1 $586,131 - $1.04 Million	10,274 Added 7.0%	156,984 $10.5 Million
Q4 2019 Feb 14, 2020	BUY	$85.32 - $100.3 $1.05 Million - $1.23 Million	12,313 Added 9.16%	146,710 $14.6 Million
Q3 2019 Nov 08, 2019	BUY	$84.33 - $93.69 $1.3 Million - $1.45 Million	15,468 Added 13.01%	134,397 $11.8 Million
Q2 2019 Aug 06, 2019	BUY	$88.17 - $96.98 $6.18 Million - $6.8 Million	70,100 Added 143.56%	118,929 $11.1 Million
Q1 2019 May 13, 2019	BUY	$82.53 - $97.19 $4.03 Million - $4.75 Million	48,829 New	48,829 $4.53 Million

Others Institutions Holding IWC

# of Institutions

245

Shares Held

3.96M

Call Options Held

12.4K

Put Options Held

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Russell Micro Cap ETF Transaction History