Avantax Advisory Services, Inc. Ishares Tr Russell 200 ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,715 shares of IWL stock, worth $372,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,715
Previous 2,772 2.06%
Holding current value
$372,878
Previous $319,000 8.15%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$113.2 - $127.12 $6,452 - $7,245
-57 Reduced 2.06%
2,715 $345,000
Q4 2023

Feb 07, 2024
BUY
$99.76 - $115.49 $276,534 - $320,138
2,772 New
2,772 $319,000
Q1 2023

Apr 28, 2023
SELL
$89.07 - $98.04 $27,166 - $29,902
-305 Reduced 12.53%
2,129 $207,000
Q4 2022

Feb 13, 2023
SELL
$88.08 - $96.02 $5,196 - $5,665
-59 Reduced 2.37%
2,434 $218,000
Q2 2022

Aug 02, 2022
SELL
N/A
-254 Reduced 9.25%
2,493 $224,000
Q1 2022

Apr 27, 2022
SELL
N/A
-995 Reduced 26.59%
2,747 $299,000
Q4 2021

Jan 24, 2022
SELL
N/A
-410 Reduced 9.87%
3,742 $426,000
Q3 2021

Oct 21, 2021
SELL
N/A
-522 Reduced 11.17%
4,152 $427,000
Q2 2021

Jul 29, 2021
BUY
N/A
656 Added 16.33%
4,674 $480,000
Q1 2021

May 13, 2021
BUY
N/A
229 Added 6.04%
4,018 $382,000
Q4 2020

Jan 22, 2021
SELL
N/A
-2,070 Reduced 35.33%
3,789 $342,000
Q3 2020

Oct 14, 2020
BUY
N/A
5,859 New
5,859 $474,000

Others Institutions Holding IWL

# of Institutions
150
Shares Held
6.52M
Call Options Held
3.5K
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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