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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 295,588 shares of IWF stock, worth $130 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

295,588

Previous 263,344 12.24%

Holding current value

$130 Million

Previous $106 Million 0.93%

% of portfolio

0.67%

Previous 0.68%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$360.07 - $417.26 $11.6 Million - $13.5 Million	32,244 Added 12.24%	295,588 $107 Million
Q4 2024 Feb 07, 2025	BUY	$370.24 - $418.94 $14.8 Million - $16.7 Million	39,925 Added 17.87%	263,344 $106 Million
Q3 2024 Nov 13, 2024	BUY	$332.02 - $382.76 $4.99 Million - $5.76 Million	15,038 Added 7.22%	223,419 $83.9 Million
Q2 2024 Aug 09, 2024	BUY	$316.15 - $367.33 $22.2 Million - $25.8 Million	70,297 Added 50.91%	208,381 $76 Million
Q1 2024 May 08, 2024	BUY	$294.43 - $339.01 $21.8 Million - $25.1 Million	74,001 Added 115.48%	138,084 $46.5 Million
Q4 2023 Feb 07, 2024	BUY	$256.94 - $304.21 $1.82 Million - $2.16 Million	7,096 Added 12.45%	64,083 $19.4 Million
Q3 2023 Nov 07, 2023	BUY	$263.8 - $285.38 $832,816 - $900,944	3,157 Added 5.86%	56,987 $15.2 Million
Q2 2023 Aug 11, 2023	BUY	$239.31 - $275.18 $2.05 Million - $2.36 Million	8,565 Added 18.92%	53,830 $14.8 Million
Q1 2023 Apr 28, 2023	SELL	$209.92 - $244.33 $6.73 Million - $7.84 Million	-32,070 Reduced 41.47%	45,265 $11.1 Million
Q4 2022 Feb 13, 2023	BUY	$207.03 - $232.89 $7.54 Million - $8.49 Million	36,441 Added 89.11%	77,335 $16.6 Million
Q3 2022 Nov 01, 2022	BUY	$210.4 - $257.47 $349,053 - $427,142	1,659 Added 4.23%	40,894 $8.6 Million
Q2 2022 Aug 02, 2022	BUY	$209.9 - $283.21 $2.48 Million - $3.35 Million	11,832 Added 43.18%	39,235 $8.58 Million
Q1 2022 Apr 27, 2022	BUY	$246.62 - $307.78 $392,865 - $490,293	1,593 Added 6.17%	27,403 $7.61 Million
Q4 2021 Jan 24, 2022	BUY	$270.99 - $309.52 $442,255 - $505,136	1,632 Added 6.75%	25,810 $7.89 Million
Q3 2021 Oct 21, 2021	BUY	$272.07 - $292.68 $20,405 - $21,951	75 Added 0.31%	24,178 $6.62 Million
Q2 2021 Jul 29, 2021	BUY	$244.58 - $272.16 $95,875 - $106,686	392 Added 1.65%	24,103 $6.55 Million
Q1 2021 May 13, 2021	SELL	$230.04 - $254.69 $474,802 - $525,680	-2,064 Reduced 8.01%	23,711 $5.77 Million
Q4 2020 Jan 22, 2021	SELL	$209.58 - $241.25 $10.3 Million - $11.9 Million	-49,312 Reduced 65.67%	25,775 $6.22 Million
Q3 2020 Oct 14, 2020	BUY	$194.64 - $233.83 $8.39 Million - $10.1 Million	43,115 Added 134.85%	75,087 $16.3 Million
Q2 2020 Aug 06, 2020	SELL	$144.16 - $193.61 $3.81 Million - $5.12 Million	-26,425 Reduced 45.25%	31,972 $6.13 Million
Q1 2020 Apr 30, 2020	BUY	$131.63 - $192.29 $4.31 Million - $6.3 Million	32,746 Added 127.66%	58,397 $8.8 Million
Q4 2019 Feb 14, 2020	BUY	$155.29 - $176.84 $2.55 Million - $2.91 Million	16,430 Added 178.18%	25,651 $4.52 Million
Q3 2019 Nov 08, 2019	BUY	$158.47 - $162.55 $35,655 - $36,573	225 Added 2.5%	9,221 $1.47 Million
Q2 2019 Aug 06, 2019	BUY	N/A	5,209 Added 137.55%	8,996 $1.42 Million
Q1 2019 May 13, 2019	BUY	N/A	728 Added 23.8%	3,787 $573,000
Q4 2018 Feb 13, 2019	BUY	N/A	3,059 New	3,059 $401,000

Others Institutions Holding IWF

# of Institutions

2,497

Shares Held

226M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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