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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 14,507 shares of IWO stock, worth $4.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,507

Previous 18,393 21.13%

Holding current value

$4.3 Million

Previous $4.83 Million 14.69%

% of portfolio

0.03%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$256.4 - $289.78 $996,370 - $1.13 Million	-3,886 Reduced 21.13%	14,507 $4.12 Million
Q2 2024 Aug 09, 2024	BUY	$245.29 - $268.7 $1.45 Million - $1.59 Million	5,901 Added 47.24%	18,393 $4.83 Million
Q1 2024 May 08, 2024	SELL	$239.5 - $270.8 $1.72 Million - $1.94 Million	-7,164 Reduced 36.45%	12,492 $3.38 Million
Q4 2023 Feb 07, 2024	BUY	$204.07 - $257.57 $2.37 Million - $3 Million	11,635 Added 145.06%	19,656 $4.96 Million
Q3 2023 Nov 07, 2023	BUY	$221.24 - $254.04 $230,974 - $265,217	1,044 Added 14.96%	8,021 $1.8 Million
Q2 2023 Aug 11, 2023	SELL	$219.8 - $242.66 $240,241 - $265,227	-1,093 Reduced 13.54%	6,977 $1.69 Million
Q1 2023 Apr 28, 2023	SELL	$212.51 - $245.01 $2.96 Million - $3.42 Million	-13,946 Reduced 63.34%	8,070 $1.83 Million
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $1.23 Million - $1.38 Million	5,971 Added 37.21%	22,016 $4.72 Million
Q3 2022 Nov 01, 2022	SELL	$202.93 - $248.43 $970,614 - $1.19 Million	-4,783 Reduced 22.96%	16,045 $3.32 Million
Q2 2022 Aug 02, 2022	BUY	$194.2 - $261.13 $2.71 Million - $3.64 Million	13,947 Added 202.69%	20,828 $4.3 Million
Q1 2022 Apr 27, 2022	SELL	$234.1 - $296.68 $196,409 - $248,914	-839 Reduced 10.87%	6,881 $1.77 Million
Q4 2021 Jan 24, 2022	BUY	$280.02 - $327.35 $431,790 - $504,773	1,542 Added 24.96%	7,720 $2.26 Million
Q3 2021 Oct 21, 2021	BUY	$284.4 - $314.06 $401,003 - $442,824	1,410 Added 29.57%	6,178 $1.82 Million
Q2 2021 Jul 29, 2021	BUY	$278.74 - $313.3 $192,051 - $215,863	689 Added 16.89%	4,768 $1.49 Million
Q1 2021 May 13, 2021	SELL	$282.5 - $336.63 $218,937 - $260,888	-775 Reduced 15.97%	4,079 $1.23 Million
Q4 2020 Jan 22, 2021	SELL	$223.17 - $294.86 $5.09 Million - $6.72 Million	-22,793 Reduced 82.44%	4,854 $1.39 Million
Q3 2020 Oct 14, 2020	BUY	$203.91 - $230.98 $4.21 Million - $4.77 Million	20,661 Added 295.75%	27,647 $6.13 Million
Q2 2020 Aug 06, 2020	SELL	$145.61 - $213.67 $2.45 Million - $3.59 Million	-16,820 Reduced 70.65%	6,986 $1.45 Million
Q1 2020 Apr 30, 2020	BUY	$135.58 - $225.25 $2.59 Million - $4.31 Million	19,126 Added 408.68%	23,806 $3.77 Million
Q4 2019 Feb 14, 2020	BUY	$186.63 - $216.19 $531,335 - $615,492	2,847 Added 155.32%	4,680 $1 Million
Q3 2019 Nov 08, 2019	BUY	$189.94 - $205.08 $74,836 - $80,801	394 Added 27.38%	1,833 $354,000
Q2 2019 Aug 06, 2019	BUY	$187.22 - $206.14 $52,047 - $57,306	278 Added 23.94%	1,439 $289,000
Q1 2019 May 13, 2019	SELL	$164.26 - $202.05 $10,512 - $12,931	-64 Reduced 5.22%	1,161 $228,000
Q4 2018 Feb 13, 2019	BUY	$156.33 - $211.73 $191,504 - $259,369	1,225 New	1,225 $207,000

Others Institutions Holding IWO

# of Institutions

1,086

Shares Held

33.3M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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