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

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 230,984 shares of IWY stock, worth $53.6 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
230,984
Previous 238,544 3.17%
Holding current value
$53.6 Million
Previous $56.1 Million 13.18%
% of portfolio
0.3%
Previous 0.36%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$210.19 - $243.33 $1.59 Million - $1.84 Million
-7,560 Reduced 3.17%
230,984 $48.7 Million
Q4 2024

Feb 07, 2025
BUY
$216.72 - $244.71 $255,512 - $288,513
1,179 Added 0.5%
238,544 $56.1 Million
Q3 2024

Nov 13, 2024
SELL
$194.66 - $225.97 $4.3 Million - $4.99 Million
-22,091 Reduced 8.51%
237,365 $52.2 Million
Q2 2024

Aug 09, 2024
BUY
$183.56 - $216.15 $5.92 Million - $6.97 Million
32,244 Added 14.19%
259,456 $55.7 Million
Q1 2024

May 08, 2024
BUY
$170.38 - $196.82 $10.4 Million - $12.1 Million
61,232 Added 36.89%
227,212 $44.3 Million
Q4 2023

Feb 07, 2024
BUY
$149.01 - $175.92 $4.61 Million - $5.44 Million
30,909 Added 22.88%
165,980 $29.1 Million
Q3 2023

Nov 07, 2023
BUY
$152.69 - $164.44 $3.09 Million - $3.32 Million
20,212 Added 17.6%
135,071 $20.8 Million
Q2 2023

Aug 11, 2023
BUY
$136.24 - $158.56 $3.97 Million - $4.62 Million
29,165 Added 34.03%
114,859 $18.2 Million
Q1 2023

Apr 28, 2023
BUY
$117.74 - $138.93 $6.83 Million - $8.06 Million
58,000 Added 209.43%
85,694 $11.9 Million
Q4 2022

Feb 13, 2023
BUY
$117.55 - $131.34 $950,391 - $1.06 Million
8,085 Added 41.23%
27,694 $3.34 Million
Q3 2022

Nov 01, 2022
BUY
$119.49 - $146.95 $1.02 Million - $1.25 Million
8,521 Added 76.85%
19,609 $2.34 Million
Q2 2022

Aug 02, 2022
BUY
$120.18 - $161.96 $303,093 - $408,463
2,522 Added 29.44%
11,088 $1.39 Million
Q1 2022

Apr 27, 2022
BUY
$141.01 - $175.1 $117,743 - $146,208
835 Added 10.8%
8,566 $1.36 Million
Q4 2021

Jan 24, 2022
SELL
$150.99 - $175.61 $94,670 - $110,107
-627 Reduced 7.5%
7,731 $1.34 Million
Q3 2021

Oct 21, 2021
BUY
$151.1 - $163.27 $378,958 - $409,481
2,508 Added 42.87%
8,358 $1.27 Million
Q2 2021

Jul 29, 2021
BUY
$136.12 - $150.82 $77,860 - $86,269
572 Added 10.84%
5,850 $879,000
Q1 2021

May 13, 2021
BUY
$127.24 - $139.47 $72,908 - $79,916
573 Added 12.18%
5,278 $710,000
Q4 2020

Jan 22, 2021
SELL
$116.6 - $133.06 $1.34 Million - $1.53 Million
-11,468 Reduced 70.91%
4,705 $626,000
Q3 2020

Oct 14, 2020
BUY
$108.23 - $131.63 $1.38 Million - $1.68 Million
12,764 Added 374.42%
16,173 $1.96 Million
Q2 2020

Aug 06, 2020
SELL
$80.54 - $107.61 $230,102 - $307,441
-2,857 Reduced 45.6%
3,409 $363,000
Q1 2020

Apr 30, 2020
BUY
$73.46 - $106.09 $460,300 - $664,759
6,266 New
6,266 $527,000

Others Institutions Holding IWY

# of Institutions
596
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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