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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 150,982 shares of ILCB stock, worth $13.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

150,982

Previous 155,493 2.9%

Holding current value

$13.3 Million

Previous $12 Million 7.81%

% of portfolio

0.07%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$68.63 - $85.78 $309,589 - $386,953	-4,511 Reduced 2.9%	150,982 $13 Million
Q1 2025 May 06, 2025	SELL	$76.17 - $85.05 $403,548 - $450,594	-5,298 Reduced 3.29%	155,493 $12 Million
Q4 2024 Feb 07, 2025	BUY	$78.43 - $84.56 $6,352 - $6,849	81 Added 0.05%	160,791 $13 Million
Q3 2024 Nov 13, 2024	BUY	$71.38 - $79.23 $16,274 - $18,064	228 Added 0.14%	160,710 $12.7 Million
Q2 2024 Aug 09, 2024	BUY	$68.51 - $75.47 $339,878 - $374,406	4,961 Added 3.19%	160,482 $12.1 Million
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	$49.24 - $56.14 $525,292 - $598,901	10,668 Added 7.8%	147,484 $7.76 Million
Q3 2022 Nov 01, 2022	BUY	$49.39 - $59.48 $125,302 - $150,900	2,537 Added 1.89%	136,816 $6.76 Million
Q2 2022 Aug 02, 2022	BUY	$50.32 - $63.49 $281,792 - $355,544	5,600 Added 4.35%	134,279 $6.98 Million
Q1 2022 Apr 27, 2022	BUY	$57.72 - $66.76 $415,353 - $480,404	7,196 Added 5.92%	128,679 $8.09 Million
Q4 2021 Jan 24, 2022	BUY	$60.52 - $66.81 $13,919 - $15,366	230 Added 0.19%	121,483 $8.07 Million
Q3 2021 Oct 21, 2021	BUY	$60.03 - $64.12 $158,719 - $169,533	2,644 Added 2.23%	121,253 $7.36 Million
Q2 2021 Jul 29, 2021	BUY	$56.68 - $60.74 $5.12 Million - $5.49 Million	90,319 Added 319.26%	118,609 $7.21 Million
Q1 2021 May 13, 2021	BUY	$53.07 - $56.13 $427,744 - $452,407	8,060 Added 39.84%	28,290 $6.35 Million
Q4 2020 Jan 22, 2021	SELL	$46.96 - $54.2 $5.21 Million - $6.01 Million	-110,869 Reduced 84.57%	20,230 $4.38 Million
Q3 2020 Oct 14, 2020	BUY	$43.89 - $51.72 $4.87 Million - $5.74 Million	110,935 Added 550.16%	131,099 $25.6 Million
Q2 2020 Aug 06, 2020	BUY	$35.01 - $45.88 $45,372 - $59,460	1,296 Added 6.87%	20,164 $3.52 Million
Q1 2020 Apr 30, 2020	BUY	$31.37 - $48.49 $143,925 - $222,472	4,588 Added 32.13%	18,868 $2.77 Million
Q4 2019 Feb 14, 2020	BUY	$40.83 - $46.21 $107,464 - $121,624	2,632 Added 22.6%	14,280 $2.63 Million
Q3 2019 Nov 08, 2019	BUY	$41.69 - $42.7 $58,032 - $59,438	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

192

Shares Held

5.38M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

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