Avantax Advisory Services, Inc. Ishares Russell Mid Cap ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,016,849 shares of IWR stock, worth $90 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

1,016,849

Previous 1,013,433 0.34%

Holding current value

$90 Million

Previous $89.6 Million 3.44%

% of portfolio

0.54%

Previous 0.58%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$82.81 - $92.93 $282,878 - $317,448	3,416 Added 0.34%	1,016,849 $86.5 Million
Q4 2024 Feb 07, 2025	BUY	$87.25 - $95.52 $1.51 Million - $1.65 Million	17,299 Added 1.74%	1,013,433 $89.6 Million
Q3 2024 Nov 13, 2024	SELL	$79.92 - $88.19 $2.83 Million - $3.13 Million	-35,446 Reduced 3.44%	996,134 $87.8 Million
Q2 2024 Aug 09, 2024	SELL	$78.66 - $83.59 $935,424 - $994,052	-11,892 Reduced 1.14%	1,031,580 $83.6 Million
Q1 2024 May 08, 2024	SELL	$75.37 - $84.09 $8.86 Million - $9.88 Million	-117,519 Reduced 10.12%	1,043,472 $87.7 Million
Q4 2023 Feb 07, 2024	SELL	$64.84 - $78.27 $884,223 - $1.07 Million	-13,637 Reduced 1.16%	1,160,991 $90.2 Million
Q3 2023 Nov 07, 2023	SELL	$68.54 - $75.91 $464,632 - $514,593	-6,779 Reduced 0.57%	1,174,628 $81.3 Million
Q2 2023 Aug 11, 2023	BUY	$67.49 - $73.03 $453,735 - $490,980	6,723 Added 0.57%	1,181,407 $86.3 Million
Q1 2023 Apr 28, 2023	SELL	$66.27 - $75.04 $2.64 Million - $2.99 Million	-39,825 Reduced 3.28%	1,174,684 $82.1 Million
Q4 2022 Feb 13, 2023	SELL	$62.09 - $71.89 $3.83 Million - $4.44 Million	-61,743 Reduced 4.84%	1,214,509 $81.9 Million
Q3 2022 Nov 01, 2022	BUY	$62.15 - $74.82 $2.87 Million - $3.45 Million	46,142 Added 3.75%	1,276,252 $79.3 Million
Q2 2022 Aug 02, 2022	BUY	$62.75 - $78.76 $656,427 - $823,908	10,461 Added 0.86%	1,230,110 $79.5 Million
Q1 2022 Apr 27, 2022	BUY	$72.29 - $82.89 $2.14 Million - $2.45 Million	29,567 Added 2.48%	1,219,649 $95.2 Million
Q4 2021 Jan 24, 2022	BUY	$78.41 - $85.28 $3 Million - $3.26 Million	38,198 Added 3.32%	1,190,082 $98.8 Million
Q3 2021 Oct 21, 2021	BUY	$76.44 - $82.59 $3.16 Million - $3.42 Million	41,365 Added 3.72%	1,151,884 $90.1 Million
Q2 2021 Jul 29, 2021	BUY	$74.82 - $79.61 $1.94 Million - $2.07 Million	25,966 Added 2.39%	1,110,519 $88 Million
Q1 2021 May 13, 2021	BUY	$67.45 - $75.68 $230,544 - $258,674	3,418 Added 0.32%	1,084,553 $80.2 Million
Q4 2020 Jan 22, 2021	SELL	$57.75 - $68.61 $38.6 Million - $45.9 Million	-669,237 Reduced 38.23%	1,081,135 $74.1 Million
Q3 2020 Oct 14, 2020	BUY	$53.47 - $60.19 $33.7 Million - $37.9 Million	630,079 Added 56.24%	1,750,372 $100 Million
Q2 2020 Aug 06, 2020	SELL	$40.64 - $57.63 $91.3 Million - $129 Million	-2,245,802 Reduced 66.72%	1,120,293 $60.1 Million
Q1 2020 Apr 30, 2020	BUY	$36.81 - $61.96 $3.1 Million - $5.22 Million	84,316 Added 2.57%	3,366,095 $145 Million
Q4 2019 Feb 14, 2020	BUY	$54.12 - $59.69 $9.45 Million - $10.4 Million	174,678 Added 5.62%	3,281,779 $196 Million
Q3 2019 Nov 08, 2019	BUY	$53.6 - $57.42 $9.76 Million - $10.5 Million	182,103 Added 6.23%	3,107,101 $174 Million
Q2 2019 Aug 06, 2019	BUY	$52.53 - $56.11 $13.9 Million - $14.8 Million	264,595 Added 9.95%	2,924,998 $163 Million
Q1 2019 May 13, 2019	BUY	$45.53 - $54.18 $108 Million - $129 Million	2,376,572 Added 837.32%	2,660,403 $144 Million
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $12.4 Million - $15.6 Million	283,831 New	283,831 $12.6 Million

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

382M

Call Options Held

151K

Put Options Held

163K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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 Russell Mid Cap ETF Transaction History