Avantax Advisory Services, Inc. Ishares Russell2000 Val ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 35,696 shares of IWN stock, worth $5.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,696
Previous 45,723 21.93%
Holding current value
$5.41 Million
Previous $7.1 Million 20.19%
% of portfolio
0.05%
Previous 0.07%

Shares

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

May 08, 2024
SELL
$145.61 - $158.81 $1.46 Million - $1.59 Million
-10,027 Reduced 21.93%
35,696 $5.67 Million
Q4 2023

Feb 07, 2024
BUY
$125.51 - $158.2 $1.94 Million - $2.45 Million
15,492 Added 51.25%
45,723 $7.1 Million
Q3 2023

Nov 07, 2023
SELL
$133.8 - $151.24 $42,548 - $48,094
-318 Reduced 1.04%
30,231 $4.1 Million
Q2 2023

Aug 11, 2023
BUY
$128.93 - $142.33 $184,498 - $203,674
1,431 Added 4.91%
30,549 $4.3 Million
Q1 2023

Apr 28, 2023
SELL
$130.78 - $156.96 $3.44 Million - $4.13 Million
-26,329 Reduced 47.48%
29,118 $3.99 Million
Q4 2022

Feb 13, 2023
BUY
$136.05 - $149.64 $3.49 Million - $3.84 Million
25,646 Added 86.06%
55,447 $7.69 Million
Q3 2022

Nov 01, 2022
BUY
$132.98 - $159.38 $35,239 - $42,235
265 Added 0.9%
29,801 $3.84 Million
Q2 2022

Aug 02, 2022
BUY
$134.47 - $162.71 $287,631 - $348,036
2,139 Added 7.81%
29,536 $4.02 Million
Q1 2022

Apr 27, 2022
SELL
$151.25 - $169.21 $43,711 - $48,901
-289 Reduced 1.04%
27,397 $4.43 Million
Q4 2021

Jan 24, 2022
BUY
$157.31 - $176.88 $2.14 Million - $2.4 Million
13,595 Added 96.48%
27,686 $4.6 Million
Q3 2021

Oct 21, 2021
BUY
$152.99 - $167.43 $575,395 - $629,704
3,761 Added 36.41%
14,091 $2.26 Million
Q2 2021

Jul 29, 2021
BUY
$156.91 - $173.97 $281,653 - $312,276
1,795 Added 21.03%
10,330 $1.71 Million
Q1 2021

May 13, 2021
BUY
$130.0 - $169.53 $362,960 - $473,327
2,792 Added 48.62%
8,535 $1.36 Million
Q4 2020

Jan 22, 2021
SELL
$100.9 - $132.3 $1.81 Million - $2.37 Million
-17,948 Reduced 75.76%
5,743 $756,000
Q3 2020

Oct 14, 2020
BUY
$91.58 - $108.28 $759,564 - $898,074
8,294 Added 53.87%
23,691 $2.35 Million
Q2 2020

Aug 06, 2020
SELL
$74.44 - $109.12 $2.67 Million - $3.92 Million
-35,896 Reduced 69.98%
15,397 $1.5 Million
Q1 2020

Apr 30, 2020
BUY
$71.79 - $129.5 $2.75 Million - $4.97 Million
38,364 Added 296.73%
51,293 $4.21 Million
Q4 2019

Feb 14, 2020
BUY
$115.48 - $129.0 $988,046 - $1.1 Million
8,556 Added 195.66%
12,929 $1.66 Million
Q3 2019

Nov 08, 2019
BUY
$110.84 - $123.96 $32,586 - $36,444
294 Added 7.21%
4,373 $523,000
Q2 2019

Aug 06, 2019
BUY
$114.14 - $126.06 $107,634 - $118,874
943 Added 30.07%
4,079 $491,000
Q1 2019

May 13, 2019
BUY
$107.18 - $125.8 $135,904 - $159,514
1,268 Added 67.88%
3,136 $376,000
Q4 2018

Feb 13, 2019
BUY
$102.04 - $131.92 $190,610 - $246,426
1,868 New
1,868 $202,000

Others Institutions Holding IWN

# of Institutions
1,009
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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