Avantax Advisory Services, Inc. Ishares Global Materials ETF Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$77.39 - $86.31 $68,412 - $76,298	-884 Reduced 18.67%	3,851 $302,000
Q2 2023 Aug 11, 2023	BUY	$77.3 - $85.71 $14,687 - $16,284	190 Added 4.18%	4,735 $387,000
Q1 2023 Apr 28, 2023	BUY	$77.86 - $88.25 $38,930 - $44,125	500 Added 12.36%	4,545 $380,000
Q4 2022 Feb 13, 2023	BUY	$67.46 - $84.29 $21,047 - $26,298	312 Added 8.36%	4,045 $318,000
Q3 2022 Nov 01, 2022	BUY	$66.25 - $79.64 $64,063 - $77,011	967 Added 34.96%	3,733 $253,000
Q2 2022 Aug 02, 2022	BUY	$73.73 - $95.41 $203,937 - $263,904	2,766 New	2,766 $204,000
Q4 2020 Jan 22, 2021	SELL	$67.16 - $81.74 $396,512 - $482,592	-5,904 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$62.54 - $73.13 $369,236 - $431,759	5,904 New	5,904 $411,000

Others Institutions Holding MXI

# of Institutions

87

Shares Held

1M

Call Options Held

0

Put Options Held

5.4K

Morgan Stanley New York, NY

146K
Shares

$12.5 Million
0.0% of portfolio
Pathway Financial Advisors LLC

132K
Shares

$11.4 Million
3.25% of portfolio
High Tower Advisors, LLC Chicago, IL

94.1K
Shares

$8.09 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

83.1K
Shares

$7.14 Million
0.0% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

55.8K
Shares

$4.79 Million
0.23% of portfolio

About ISHARES GLOBAL MATERIALS ETF

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