A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,578 shares of IWX stock, worth $520,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,578
Previous 13,563 51.5%
Holding current value
$520,846
Previous $1.01 Million 47.34%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$74.49 - $81.27 $520,312 - $567,670
-6,985 Reduced 51.5%
6,578 $534,000
Q2 2024

Aug 09, 2024

BUY
$72.57 - $76.65 $984,266 - $1.04 Million
13,563 New
13,563 $1.01 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.