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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,736 shares of SMMV stock, worth $280,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,736

Previous 6,673 0.94%

Holding current value

$280,015

Previous $276,000 1.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$40.38 - $42.65 $2,543 - $2,686	63 Added 0.94%	6,736 $279,000
Q4 2024 Feb 07, 2025	BUY	$40.26 - $44.35 $53,586 - $59,029	1,331 Added 24.92%	6,673 $276,000
Q3 2024 Nov 13, 2024	SELL	$36.99 - $40.84 $35,029 - $38,675	-947 Reduced 15.06%	5,342 $217,000
Q2 2024 Aug 09, 2024	BUY	$35.43 - $37.76 $10,983 - $11,705	310 Added 5.18%	6,289 $234,000
Q1 2024 May 08, 2024	BUY	$35.11 - $37.45 $105 - $112	3 Added 0.05%	5,979 $223,000
Q4 2023 Feb 07, 2024	SELL	$32.1 - $35.91 $4,815 - $5,386	-150 Reduced 2.45%	5,976 $213,000
Q3 2023 Nov 07, 2023	SELL	$33.03 - $35.21 $2,807 - $2,992	-85 Reduced 1.37%	6,126 $202,000
Q2 2023 Aug 11, 2023	BUY	$33.12 - $35.11 $5,729 - $6,074	173 Added 2.87%	6,211 $212,000
Q1 2023 Apr 28, 2023	BUY	$33.4 - $36.77 $201,669 - $222,017	6,038 New	6,038 $209,000

Others Institutions Holding SMMV

# of Institutions

136

Shares Held

5.85M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Avantax Advisory Services, Inc. Ishares Msci Usa Small Cap Min Transaction History