Avantax Advisory Services, Inc. Ishares Russell 2000 ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 900,068 shares of IWM stock, worth $188 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

900,068

Previous 866,569 3.87%

Holding current value

$188 Million

Previous $191 Million 6.23%

% of portfolio

1.12%

Previous 1.23%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$198.1 - $229.79 $6.64 Million - $7.7 Million	33,499 Added 3.87%	900,068 $180 Million
Q4 2024 Feb 07, 2025	BUY	$216.13 - $242.4 $4.41 Million - $4.94 Million	20,392 Added 2.41%	866,569 $191 Million
Q3 2024 Nov 13, 2024	SELL	$200.87 - $224.6 $1.4 Million - $1.56 Million	-6,962 Reduced 0.82%	846,177 $187 Million
Q2 2024 Aug 09, 2024	BUY	$192.84 - $209.44 $5.05 Million - $5.48 Million	26,174 Added 3.17%	853,139 $173 Million
Q1 2024 May 08, 2024	SELL	$189.48 - $210.3 $8.95 Million - $9.93 Million	-47,229 Reduced 5.4%	826,965 $174 Million
Q4 2023 Feb 07, 2024	SELL	$162.21 - $204.82 $10.3 Million - $13 Million	-63,357 Reduced 6.76%	874,194 $175 Million
Q3 2023 Nov 07, 2023	SELL	$174.36 - $198.71 $3.58 Million - $4.07 Million	-20,507 Reduced 2.14%	937,551 $166 Million
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $4.03 Million - $4.44 Million	23,637 Added 2.53%	958,058 $179 Million
Q1 2023 Apr 28, 2023	BUY	$170.25 - $198.32 $2.96 Million - $3.45 Million	17,407 Added 1.9%	934,421 $167 Million
Q4 2022 Feb 13, 2023	SELL	$166.81 - $188.05 $68.9 Million - $77.7 Million	-413,119 Reduced 31.06%	917,014 $160 Million
Q3 2022 Nov 01, 2022	BUY	$164.17 - $201.07 $11.4 Million - $14 Million	69,529 Added 5.52%	1,330,133 $219 Million
Q2 2022 Aug 02, 2022	BUY	$163.9 - $207.91 $7 Million - $8.88 Million	42,701 Added 3.51%	1,260,604 $213 Million
Q1 2022 Apr 27, 2022	BUY	$191.52 - $225.32 $18.7 Million - $22 Million	97,572 Added 8.71%	1,217,903 $250 Million
Q4 2021 Jan 24, 2022	BUY	$212.12 - $242.56 $9.37 Million - $10.7 Million	44,170 Added 4.1%	1,120,331 $249 Million
Q3 2021 Oct 21, 2021	BUY	$211.73 - $231.39 $14.2 Million - $15.5 Million	67,114 Added 6.65%	1,076,161 $236 Million
Q2 2021 Jul 29, 2021	BUY	$211.85 - $232.89 $29.4 Million - $32.3 Million	138,654 Added 15.93%	1,009,047 $231 Million
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $5.75 Million - $6.97 Million	29,728 Added 3.54%	870,393 $192 Million
Q4 2020 Jan 22, 2021	SELL	$152.18 - $199.14 $77.2 Million - $101 Million	-507,256 Reduced 37.63%	840,665 $165 Million
Q3 2020 Oct 14, 2020	BUY	$139.07 - $158.46 $51.4 Million - $58.5 Million	369,286 Added 37.73%	1,347,921 $202 Million
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $103 Million - $151 Million	-987,753 Reduced 50.23%	978,635 $140 Million
Q1 2020 Apr 30, 2020	BUY	$99.9 - $169.53 $7.13 Million - $12.1 Million	71,326 Added 3.76%	1,966,388 $225 Million
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $98.5 Million - $112 Million	672,737 Added 55.04%	1,895,062 $314 Million
Q3 2019 Nov 08, 2019	BUY	$144.85 - $157.9 $10.1 Million - $11 Million	69,860 Added 6.06%	1,222,325 $185 Million
Q2 2019 Aug 06, 2019	BUY	$145.86 - $160.71 $12 Million - $13.2 Million	82,103 Added 7.67%	1,152,465 $179 Million
Q1 2019 May 13, 2019	BUY	$132.25 - $158.24 $121 Million - $145 Million	916,611 Added 596.17%	1,070,362 $164 Million
Q4 2018 Feb 13, 2019	BUY	$125.88 - $166.33 $19.4 Million - $25.6 Million	153,751 New	153,751 $18.8 Million

Others Institutions Holding IWM

# of Institutions

2,858

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Ishares Russell 2000 ETF Transaction History