Avantax Advisory Services, Inc. Ishares Russell Midcap Value E Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 55,042 shares of IWS stock, worth $7.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

55,042

Previous 65,872 16.44%

Holding current value

$7.73 Million

Previous $8.3 Million 12.34%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$110.58 - $132.14 $1.2 Million - $1.43 Million	-10,830 Reduced 16.44%	55,042 $7.27 Million
Q1 2025 May 06, 2025	SELL	$122.59 - $135.24 $1.64 Million - $1.81 Million	-13,380 Reduced 16.88%	65,872 $8.3 Million
Q4 2024 Feb 07, 2025	SELL	$128.08 - $140.32 $154,080 - $168,804	-1,203 Reduced 1.5%	79,252 $10.3 Million
Q3 2024 Nov 13, 2024	SELL	$119.52 - $132.25 $4.98 Million - $5.51 Million	-41,633 Reduced 34.1%	80,455 $10.6 Million
Q2 2024 Aug 09, 2024	BUY	$117.31 - $125.13 $787,971 - $840,498	6,717 Added 5.82%	122,088 $14.7 Million
Q1 2024 May 08, 2024	SELL	$112.43 - $125.33 $441,400 - $492,045	-3,926 Reduced 3.29%	115,371 $14.5 Million
Q4 2023 Feb 07, 2024	BUY	$97.63 - $117.08 $432,696 - $518,898	4,432 Added 3.86%	119,297 $13.9 Million
Q3 2023 Nov 07, 2023	SELL	$103.48 - $114.68 $1.12 Million - $1.24 Million	-10,827 Reduced 8.61%	114,865 $12 Million
Q2 2023 Aug 11, 2023	BUY	$101.5 - $109.84 $578,651 - $626,197	5,701 Added 4.75%	125,692 $13.8 Million
Q1 2023 Apr 28, 2023	BUY	$100.22 - $116.23 $1.29 Million - $1.5 Million	12,879 Added 12.02%	119,991 $12.7 Million
Q4 2022 Feb 13, 2023	BUY	$96.57 - $111.69 $582,123 - $673,267	6,028 Added 5.96%	107,112 $11.3 Million
Q3 2022 Nov 01, 2022	BUY	$96.05 - $115.74 $511,946 - $616,894	5,330 Added 5.57%	101,084 $9.71 Million
Q2 2022 Aug 02, 2022	SELL	$99.42 - $121.64 $791,880 - $968,862	-7,965 Reduced 7.68%	95,754 $9.73 Million
Q1 2022 Apr 27, 2022	BUY	$112.23 - $123.59 $1.52 Million - $1.67 Million	13,516 Added 14.98%	103,719 $12.4 Million
Q4 2021 Jan 24, 2022	BUY	$114.04 - $122.75 $1.83 Million - $1.97 Million	16,028 Added 21.61%	90,203 $11 Million
Q3 2021 Oct 21, 2021	BUY	$110.67 - $119.04 $1.46 Million - $1.58 Million	13,231 Added 21.71%	74,175 $8.41 Million
Q2 2021 Jul 29, 2021	BUY	$110.51 - $117.85 $2.19 Million - $2.33 Million	19,776 Added 48.04%	60,944 $7 Million
Q1 2021 May 13, 2021	BUY	$95.27 - $111.97 $2.15 Million - $2.52 Million	22,547 Added 121.08%	41,168 $4.5 Million
Q4 2020 Jan 22, 2021	SELL	$80.93 - $96.96 $1.32 Million - $1.58 Million	-16,294 Reduced 46.67%	18,621 $1.8 Million
Q3 2020 Oct 14, 2020	BUY	$74.79 - $85.06 $1.63 Million - $1.86 Million	21,828 Added 166.79%	34,915 $2.82 Million
Q2 2020 Aug 06, 2020	BUY	$59.9 - $85.49 $53,011 - $75,658	885 Added 7.25%	13,087 $1 Million
Q1 2020 Apr 30, 2020	BUY	$54.38 - $96.81 $8,265 - $14,715	152 Added 1.26%	12,202 $784,000
Q4 2019 Feb 14, 2020	BUY	$86.25 - $94.77 $1.04 Million - $1.14 Million	12,050 New	12,050 $1.14 Million

Others Institutions Holding IWS

# of Institutions

1,039

Shares Held

93.4M

Call Options Held

14.6K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

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 Midcap Value E Transaction History