Avantax Advisory Services, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$51.0 - $56.62 $487,407 - $541,117	-9,557 Reduced 65.32%	5,074 $262,000
Q2 2023 Aug 11, 2023	SELL	$48.63 - $53.62 $355,679 - $392,176	-7,314 Reduced 33.33%	14,631 $784,000
Q1 2023 Apr 28, 2023	BUY	$48.72 - $56.08 $98,316 - $113,169	2,018 Added 10.13%	21,945 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$48.83 - $53.17 $368,178 - $400,901	7,540 Added 60.87%	19,927 $989,000
Q3 2022 Nov 01, 2022	BUY	$45.03 - $53.86 $357,403 - $427,486	7,937 Added 178.36%	12,387 $554,000

Q2 2022 Aug 02, 2022	BUY	$46.1 - $55.08 $205,145 - $245,106	4,450 New	4,450 $209,000
Q4 2020 Jan 22, 2021	SELL	$37.75 - $46.16 $1 Million - $1.23 Million	-26,595 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$34.77 - $39.3 $924,708 - $1.05 Million	26,595 New	26,595 $992,000

Others Institutions Holding SMLF

# of Institutions

145

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.97M
Shares

$241 Million
16.35% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$75.9 Million
0.02% of portfolio
Acropolis Investment Management, LLC

708K
Shares

$43 Million
3.0% of portfolio
Ullmann Wealth Partners Group, LLC

510K
Shares

$30.9 Million
4.82% of portfolio
Black Rock Inc. New York, NY

504K
Shares

$30.6 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
Sector ETFs
Industry ETFs

More about SMLF

Track This Portfolio

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.