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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 11,457 shares of IWL stock, worth $1.93 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,457

Previous 11,728 2.31%

Holding current value

$1.93 Million

Previous $1.61 Million 8.88%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$122.36 - $153.12 $33,159 - $41,495	-271 Reduced 2.31%	11,457 $1.75 Million
Q1 2025 May 06, 2025	BUY	$135.83 - $151.73 $941,030 - $1.05 Million	6,928 Added 144.33%	11,728 $1.61 Million
Q4 2024 Feb 07, 2025	BUY	$138.92 - $149.97 $95,854 - $103,479	690 Added 16.79%	4,800 $694,000
Q3 2024 Nov 13, 2024	SELL	$126.32 - $140.44 $59,749 - $66,428	-473 Reduced 10.32%	4,110 $577,000
Q2 2024 Aug 09, 2024	BUY	$120.51 - $134.58 $225,112 - $251,395	1,868 Added 68.8%	4,583 $613,000

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	$84.55 - $96.02 $4,988 - $5,665	-59 Reduced 2.37%	2,434 $218,000
Q2 2022 Aug 02, 2022	SELL	$86.81 - $109.4 $22,049 - $27,787	-254 Reduced 9.25%	2,493 $224,000
Q1 2022 Apr 27, 2022	SELL	$99.32 - $114.92 $98,823 - $114,345	-995 Reduced 26.59%	2,747 $299,000
Q4 2021 Jan 24, 2022	SELL	$102.63 - $114.76 $42,078 - $47,051	-410 Reduced 9.87%	3,742 $426,000
Q3 2021 Oct 21, 2021	SELL	$102.4 - $108.9 $53,452 - $56,845	-522 Reduced 11.17%	4,152 $427,000
Q2 2021 Jul 29, 2021	BUY	$95.79 - $102.81 $62,838 - $67,443	656 Added 16.33%	4,674 $480,000
Q1 2021 May 13, 2021	BUY	$89.14 - $94.85 $20,413 - $21,720	229 Added 6.04%	4,018 $382,000
Q4 2020 Jan 22, 2021	SELL	$78.58 - $90.29 $162,660 - $186,900	-2,070 Reduced 35.33%	3,789 $342,000
Q3 2020 Oct 14, 2020	BUY	$74.58 - $87.05 $436,964 - $510,025	5,859 New	5,859 $474,000

Others Institutions Holding IWL

# of Institutions

222

Shares Held

8.33M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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