Avantax Advisory Services, Inc. Ishares Tr Russell 200 Value E Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

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 6,621 shares of IWX stock, worth $572,650. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,621
Previous 8,540 22.47%
Holding current value
$572,650
Previous $701,000 20.54%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$73.26 - $84.19 $140,585 - $161,560
-1,919 Reduced 22.47%
6,621 $557,000
Q1 2025

May 06, 2025
BUY
$78.54 - $84.86 $359,477 - $388,404
4,577 Added 115.49%
8,540 $701,000
Q4 2024

Feb 07, 2025
SELL
$78.25 - $85.17 $204,623 - $222,719
-2,615 Reduced 39.75%
3,963 $313,000
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

# of Institutions
224
Shares Held
46.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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