Avantax Advisory Services, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 680,651 shares of SCZ stock, worth $43.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

680,651

Previous 670,404 1.53%

Holding current value

$43.5 Million

Previous $45.4 Million 8.89%

% of portfolio

0.27%

Previous 0.3%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$60.13 - $67.31 $616,152 - $689,725	10,247 Added 1.53%	680,651 $41.3 Million
Q3 2024 Nov 13, 2024	BUY	$60.13 - $68.17 $842,721 - $955,402	14,015 Added 2.14%	670,404 $45.4 Million
Q2 2024 Aug 09, 2024	BUY	$60.46 - $64.81 $5.58 Million - $5.98 Million	92,303 Added 16.36%	656,389 $40.5 Million
Q1 2024 May 08, 2024	BUY	$59.15 - $63.58 $2.05 Million - $2.2 Million	34,584 Added 6.53%	564,086 $35.7 Million
Q4 2023 Feb 07, 2024	BUY	$52.38 - $61.98 $1.28 Million - $1.52 Million	24,473 Added 4.85%	529,502 $32.8 Million
Q3 2023 Nov 07, 2023	BUY	$56.15 - $61.67 $1.66 Million - $1.82 Million	29,479 Added 6.2%	505,029 $28.5 Million
Q2 2023 Aug 11, 2023	BUY	$57.9 - $61.26 $1.15 Million - $1.22 Million	19,909 Added 4.37%	475,550 $28 Million
Q1 2023 Apr 28, 2023	SELL	$56.53 - $62.22 $386,156 - $425,024	-6,831 Reduced 1.48%	455,641 $27.1 Million
Q4 2022 Feb 13, 2023	BUY	$48.03 - $57.76 $2.14 Million - $2.58 Million	44,653 Added 10.69%	462,472 $26.1 Million
Q3 2022 Nov 01, 2022	BUY	$48.3 - $59.56 $1.25 Million - $1.54 Million	25,922 Added 6.61%	417,819 $20.4 Million
Q2 2022 Aug 02, 2022	SELL	$54.29 - $67.38 $822,384 - $1.02 Million	-15,148 Reduced 3.72%	391,897 $21.4 Million
Q1 2022 Apr 27, 2022	BUY	$61.01 - $73.65 $2.65 Million - $3.19 Million	43,374 Added 11.93%	407,045 $27 Million
Q4 2021 Jan 24, 2022	BUY	$70.21 - $77.4 $1.03 Million - $1.14 Million	14,684 Added 4.21%	363,671 $26.6 Million
Q3 2021 Oct 21, 2021	BUY	$72.22 - $79.08 $2.81 Million - $3.08 Million	38,969 Added 12.57%	348,987 $26 Million
Q2 2021 Jul 29, 2021	BUY	$72.9 - $77.14 $4.75 Million - $5.02 Million	65,097 Added 26.58%	310,018 $23 Million
Q1 2021 May 13, 2021	BUY	$68.09 - $73.16 $2.69 Million - $2.89 Million	39,437 Added 19.19%	244,921 $17.6 Million
Q4 2020 Jan 22, 2021	SELL	$56.79 - $68.74 $885,356 - $1.07 Million	-15,590 Reduced 7.05%	205,484 $14 Million
Q3 2020 Oct 14, 2020	BUY	$53.91 - $60.23 $1.17 Million - $1.31 Million	21,790 Added 10.93%	221,074 $13 Million
Q2 2020 Aug 06, 2020	SELL	$42.06 - $57.2 $953,878 - $1.3 Million	-22,679 Reduced 10.22%	199,284 $10.7 Million
Q1 2020 Apr 30, 2020	BUY	$38.34 - $62.84 $2.29 Million - $3.76 Million	59,803 Added 36.88%	221,963 $9.96 Million
Q4 2019 Feb 14, 2020	BUY	$55.92 - $62.67 $7.91 Million - $8.87 Million	141,474 Added 683.91%	162,160 $10.1 Million
Q3 2019 Nov 08, 2019	BUY	$53.71 - $58.5 $117,678 - $128,173	2,191 Added 11.85%	20,686 $1.18 Million
Q2 2019 Aug 06, 2019	BUY	$55.8 - $59.5 $368,335 - $392,759	6,601 Added 55.5%	18,495 $1.06 Million
Q1 2019 May 13, 2019	BUY	$51.31 - $58.06 $134,534 - $152,233	2,622 Added 28.28%	11,894 $683,000
Q4 2018 Feb 13, 2019	BUY	$49.58 - $62.49 $459,705 - $579,407	9,272 New	9,272 $484,000

Others Institutions Holding SCZ

# of Institutions

774

Shares Held

101M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

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Avantax Advisory Services, Inc. Ishares Tr Msci Eafe Small Cap Transaction History