Avantax Planning Partners, Inc. Ishares Russell 1000 Gr ETF Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 90,269 shares of IWF stock, worth $36 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

90,269

Previous 67,763 33.21%

Holding current value

$36 Million

Previous $27.2 Million 19.78%

% of portfolio

1.16%

Previous 0.99%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$360.07 - $417.26 $8.1 Million - $9.39 Million	22,506 Added 33.21%	90,269 $32.6 Million
Q4 2024 Feb 07, 2025	SELL	$370.24 - $418.94 $625,335 - $707,589	-1,689 Reduced 2.43%	67,763 $27.2 Million
Q3 2024 Nov 13, 2024	SELL	$332.02 - $382.76 $6.35 Million - $7.32 Million	-19,113 Reduced 21.58%	69,452 $26.1 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $1.54 Million - $1.79 Million	-4,886 Reduced 5.23%	88,565 $32.3 Million
Q1 2024 May 02, 2024	SELL	$294.43 - $339.01 $4.28 Million - $4.92 Million	-14,525 Reduced 13.45%	93,451 $31.5 Million
Q4 2023 Feb 09, 2024	SELL	$256.94 - $304.21 $1.4 Million - $1.66 Million	-5,465 Reduced 4.82%	107,976 $32.7 Million
Q3 2023 Nov 03, 2023	SELL	$263.8 - $285.38 $185,187 - $200,336	-702 Reduced 0.62%	113,441 $30.2 Million
Q2 2023 Jul 17, 2023	SELL	$239.31 - $275.18 $419,749 - $482,665	-1,754 Reduced 1.51%	114,143 $31.4 Million
Q1 2023 Apr 20, 2023	SELL	$209.92 - $244.33 $3.95 Million - $4.6 Million	-18,814 Reduced 13.97%	115,897 $28.3 Million
Q4 2022 Feb 09, 2023	BUY	$207.03 - $232.89 $1.18 Million - $1.33 Million	5,707 Added 4.42%	134,711 $28.9 Million
Q3 2022 Oct 14, 2022	BUY	$210.4 - $257.47 $2.46 Million - $3.02 Million	11,713 Added 9.99%	129,004 $27.1 Million
Q2 2022 Jul 18, 2022	BUY	$209.9 - $283.21 $14.7 Million - $19.8 Million	69,853 Added 147.25%	117,291 $25.7 Million
Q1 2022 May 09, 2022	BUY	$246.62 - $307.78 $8.4 Million - $10.5 Million	34,080 Added 255.13%	47,438 $13.2 Million
Q4 2021 Jan 28, 2022	BUY	$270.99 - $309.52 $2.29 Million - $2.62 Million	8,456 Added 172.5%	13,358 $4.08 Million
Q3 2021 Oct 27, 2021	BUY	$272.07 - $292.68 $267,444 - $287,704	983 Added 25.08%	4,902 $1.34 Million
Q2 2021 Aug 10, 2021	SELL	$244.58 - $272.16 $48,671 - $54,159	-199 Reduced 4.83%	3,919 $1.06 Million
Q1 2021 May 06, 2021	SELL	$230.04 - $254.69 $285,249 - $315,815	-1,240 Reduced 23.14%	4,118 $1 Million
Q4 2020 Feb 04, 2021	SELL	$209.58 - $241.25 $203,921 - $234,736	-973 Reduced 15.37%	5,358 $1.29 Million
Q3 2020 Oct 28, 2020	SELL	$194.64 - $233.83 $867,705 - $1.04 Million	-4,458 Reduced 41.32%	6,331 $1.37 Million
Q2 2020 Jul 15, 2020	SELL	$144.16 - $193.61 $529,788 - $711,516	-3,675 Reduced 25.41%	10,789 $2.07 Million
Q1 2020 Apr 27, 2020	BUY	$131.63 - $192.29 $1.15 Million - $1.68 Million	8,749 Added 153.09%	14,464 $2.18 Million
Q4 2019 Jan 15, 2020	BUY	$155.29 - $176.84 $18,013 - $20,513	116 Added 2.07%	5,715 $1.01 Million
Q3 2019 Nov 08, 2019	BUY	$158.47 - $162.55 $46,748 - $47,952	295 Added 5.56%	5,599 $894,000
Q2 2019 Aug 07, 2019	BUY	N/A	2,522 Added 90.65%	5,304 $850,000
Q1 2019 May 08, 2019	BUY	N/A	534 Added 23.75%	2,782 $421,000
Q3 2018 Nov 13, 2018	SELL	N/A	-485 Reduced 17.75%	2,248 $351,000
Q2 2018 Aug 13, 2018	SELL	N/A	-81 Reduced 2.88%	2,733 $393,000
Q4 2017 Feb 09, 2018	SELL	N/A	-110 Reduced 3.76%	2,814 $379,000
Q3 2017 Oct 19, 2017	BUY	N/A	2,924	2,924 $366,000

Others Institutions Holding IWF

# of Institutions

2,434

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Ishares Russell 1000 Gr ETF Transaction History