Avantax Advisory Services, Inc. Ishares Morningstar Mid Cap Va Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 60,007 shares of IMCV stock, worth $4.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

60,007

Previous 93,932 36.12%

Holding current value

$4.2 Million

Previous $6.36 Million 31.57%

% of portfolio

0.04%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$65.61 - $72.55 $2.23 Million - $2.46 Million	-33,925 Reduced 36.12%	60,007 $4.35 Million
Q4 2023 Feb 07, 2024	BUY	$57.47 - $68.03 $223,270 - $264,296	3,885 Added 4.31%	93,932 $6.36 Million
Q3 2023 Nov 07, 2023	BUY	$60.39 - $66.42 $19,566 - $21,520	324 Added 0.36%	90,047 $5.46 Million
Q2 2023 Aug 11, 2023	SELL	$58.79 - $63.7 $2,763 - $2,993	-47 Reduced 0.05%	89,723 $5.72 Million
Q1 2023 Apr 28, 2023	SELL	$58.6 - $68.24 $62,057 - $72,266	-1,059 Reduced 1.17%	89,770 $5.55 Million

Q4 2022 Feb 13, 2023	BUY	$60.8 - $65.72 $318,348 - $344,109	5,236 Added 6.12%	90,829 $5.64 Million
Q3 2022 Nov 01, 2022	BUY	$57.87 - $66.86 $125,982 - $145,554	2,177 Added 2.61%	85,593 $4.79 Million
Q2 2022 Aug 02, 2022	BUY	$57.93 - $70.61 $412,403 - $502,672	7,119 Added 9.33%	83,416 $4.95 Million
Q1 2022 Apr 27, 2022	BUY	$64.78 - $70.05 $528,993 - $572,028	8,166 Added 11.99%	76,297 $5.26 Million
Q4 2021 Jan 24, 2022	BUY	$63.47 - $68.54 $218,209 - $235,640	3,438 Added 5.31%	68,131 $4.65 Million
Q3 2021 Oct 21, 2021	BUY	$61.19 - $65.8 $236,376 - $254,185	3,863 Added 6.35%	64,693 $4.09 Million
Q2 2021 Jul 29, 2021	BUY	$62.13 - $66.67 $2.62 Million - $2.81 Million	42,218 Added 226.83%	60,830 $3.9 Million
Q1 2021 May 13, 2021	BUY	$51.27 - $62.78 $206,669 - $253,066	4,031 Added 27.65%	18,612 $3.44 Million
Q4 2020 Jan 22, 2021	SELL	$43.61 - $52.74 $1.15 Million - $1.39 Million	-26,378 Reduced 64.4%	14,581 $2.28 Million
Q3 2020 Oct 14, 2020	BUY	$40.43 - $46.13 $1.1 Million - $1.26 Million	27,316 Added 200.22%	40,959 $5.37 Million
Q2 2020 Aug 06, 2020	SELL	$32.91 - $48.11 $1,810 - $2,646	-55 Reduced 0.4%	13,643 $1.72 Million
Q1 2020 Apr 30, 2020	BUY	$30.51 - $56.86 $4,881 - $9,097	160 Added 1.18%	13,698 $1.47 Million
Q4 2019 Feb 14, 2020	BUY	$51.29 - $56.23 $50,777 - $55,667	990 Added 7.89%	13,538 $2.28 Million
Q3 2019 Nov 08, 2019	BUY	$49.89 - $54.23 $48,842 - $53,091	979 Added 8.46%	12,548 $2.02 Million
Q2 2019 Aug 06, 2019	BUY	$49.25 - $53.39 $29,500 - $31,980	599 Added 5.46%	11,569 $1.82 Million
Q1 2019 May 13, 2019	BUY	$46.28 - $52.78 $140,598 - $160,345	3,038 Added 38.3%	10,970 $1.71 Million
Q4 2018 Feb 13, 2019	BUY	$44.07 - $53.87 $349,563 - $427,296	7,932 New	7,932 $1.1 Million

Others Institutions Holding IMCV

# of Institutions

135

Shares Held

5.34M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Avantax Advisory Services, Inc. Ishares Morningstar Mid Cap Va Transaction History