Avantax Advisory Services, Inc. Ishares Morningstar U.S. Equit Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 155,521 shares of ILCB stock, worth $11.9 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
155,521
Previous 165,267 5.9%
Holding current value
$11.9 Million
Previous $10.9 Million 3.71%
% of portfolio
0.1%
Previous 0.11%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$64.54 - $72.47 $629,006 - $706,292
-9,746 Reduced 5.9%
155,521 $11.3 Million
Q4 2023

Feb 07, 2024
BUY
$56.59 - $65.96 $739,744 - $862,229
13,072 Added 8.59%
165,267 $10.9 Million
Q3 2023

Nov 07, 2023
BUY
$58.68 - $63.17 $73,936 - $79,594
1,260 Added 0.83%
152,195 $8.96 Million
Q2 2023

Aug 11, 2023
BUY
$55.57 - $61.08 $68,851 - $75,678
1,239 Added 0.83%
150,935 $9.22 Million
Q1 2023

Apr 28, 2023
BUY
$52.17 - $57.5 $115,400 - $127,190
2,212 Added 1.5%
149,696 $8.44 Million
Q4 2022

Feb 13, 2023
BUY
$51.16 - $56.14 $545,774 - $598,901
10,668 Added 7.8%
147,484 $7.76 Million
Q3 2022

Nov 01, 2022
BUY
N/A
2,537 Added 1.89%
136,816 $6.76 Million
Q2 2022

Aug 02, 2022
BUY
N/A
5,600 Added 4.35%
134,279 $6.98 Million
Q1 2022

Apr 27, 2022
BUY
N/A
7,196 Added 5.92%
128,679 $8.09 Million
Q4 2021

Jan 24, 2022
BUY
N/A
230 Added 0.19%
121,483 $8.07 Million
Q3 2021

Oct 21, 2021
BUY
N/A
2,644 Added 2.23%
121,253 $7.36 Million
Q2 2021

Jul 29, 2021
BUY
N/A
90,319 Added 319.26%
118,609 $7.21 Million
Q1 2021

May 13, 2021
BUY
N/A
8,060 Added 39.84%
28,290 $6.35 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-110,869 Reduced 84.57%
20,230 $4.38 Million
Q3 2020

Oct 14, 2020
BUY
N/A
110,935 Added 550.16%
131,099 $25.6 Million
Q2 2020

Aug 06, 2020
BUY
N/A
1,296 Added 6.87%
20,164 $3.52 Million
Q1 2020

Apr 30, 2020
BUY
N/A
4,588 Added 32.13%
18,868 $2.77 Million
Q4 2019

Feb 14, 2020
BUY
N/A
2,632 Added 22.6%
14,280 $2.63 Million
Q3 2019

Nov 08, 2019
BUY
N/A
1,392 Added 13.57%
11,648 $1.96 Million
Q2 2019

Aug 06, 2019
BUY
N/A
252 Added 2.52%
10,256 $1.69 Million
Q1 2019

May 13, 2019
SELL
N/A
-60 Reduced 0.6%
10,004 $1.6 Million
Q4 2018

Feb 13, 2019
BUY
N/A
10,064 New
10,064 $1.44 Million

Others Institutions Holding ILCB

# of Institutions
157
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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