Avantax Planning Partners, Inc. Ishares Russell 2000 ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 7,216 shares of IWM stock, worth $1.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,216

Previous 7,715 6.47%

Holding current value

$1.6 Million

Previous $1.57 Million 1.79%

% of portfolio

0.06%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$200.87 - $224.6 $100,234 - $112,075	-499 Reduced 6.47%	7,216 $1.59 Million
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $718,907 - $780,792	-3,728 Reduced 32.58%	7,715 $1.57 Million
Q1 2024 May 02, 2024	BUY	$189.48 - $210.3 $172,047 - $190,952	908 Added 8.62%	11,443 $2.41 Million
Q4 2023 Feb 09, 2024	SELL	$162.21 - $204.82 $61,477 - $77,626	-379 Reduced 3.47%	10,535 $2.11 Million
Q3 2023 Nov 03, 2023	SELL	$174.36 - $198.71 $99,559 - $113,463	-571 Reduced 4.97%	10,914 $1.93 Million
Q2 2023 Jul 17, 2023	BUY	$170.4 - $187.93 $106,670 - $117,644	626 Added 5.76%	11,485 $2.15 Million
Q1 2023 Apr 20, 2023	BUY	$170.25 - $198.32 $3,745 - $4,363	22 Added 0.2%	10,859 $1.94 Million
Q4 2022 Feb 09, 2023	BUY	$166.81 - $188.05 $857,236 - $966,388	5,139 Added 90.19%	10,837 $1.89 Million
Q3 2022 Oct 14, 2022	SELL	$164.17 - $201.07 $41,699 - $51,071	-254 Reduced 4.27%	5,698 $940,000
Q2 2022 Jul 18, 2022	BUY	$163.9 - $207.91 $51,136 - $64,867	312 Added 5.53%	5,952 $1.01 Million
Q1 2022 May 09, 2022	SELL	$191.52 - $225.32 $29,685 - $34,924	-155 Reduced 2.67%	5,640 $1.16 Million
Q4 2021 Jan 28, 2022	BUY	$212.12 - $242.56 $55,363 - $63,308	261 Added 4.72%	5,795 $1.29 Million
Q3 2021 Oct 27, 2021	SELL	$211.73 - $231.39 $11,856 - $12,957	-56 Reduced 1.0%	5,534 $1.21 Million
Q2 2021 Aug 10, 2021	SELL	$211.85 - $232.89 $14,617 - $16,069	-69 Reduced 1.22%	5,590 $1.28 Million
Q1 2021 May 06, 2021	BUY	$193.5 - $234.42 $66,370 - $80,406	343 Added 6.45%	5,659 $1.25 Million
Q4 2020 Feb 04, 2021	BUY	$152.18 - $199.14 $36,523 - $47,793	240 Added 4.73%	5,316 $1.04 Million
Q2 2020 Jul 15, 2020	SELL	$104.62 - $153.09 $4,289 - $6,276	-41 Reduced 0.8%	5,076 $727,000
Q1 2020 Apr 27, 2020	SELL	$99.9 - $169.53 $52,447 - $89,003	-525 Reduced 9.31%	5,117 $586,000
Q4 2019 Jan 15, 2020	BUY	$146.46 - $166.68 $1,611 - $1,833	11 Added 0.2%	5,642 $935,000
Q2 2019 Aug 07, 2019	BUY	$145.86 - $160.71 $291 - $321	2 Added 0.04%	5,631 $874,000
Q1 2019 May 08, 2019	SELL	$132.25 - $158.24 $21,821 - $26,109	-165 Reduced 2.85%	5,629 $862,000
Q4 2018 Feb 14, 2019	BUY	$125.88 - $166.33 $64,702 - $85,493	514 Added 9.73%	5,794 $776,000
Q2 2018 Aug 13, 2018	BUY	$148.13 - $169.97 $15,405 - $17,676	104 Added 2.01%	5,280 $865,000
Q1 2018 May 15, 2018	SELL	$145.44 - $159.96 $14,398 - $15,836	-99 Reduced 1.88%	5,176 $786,000
Q4 2017 Feb 09, 2018	SELL	$145.63 - $154.3 $74,999 - $79,464	-515 Reduced 8.89%	5,275 $804,000
Q3 2017 Oct 19, 2017	BUY	$144.61 - $148.18 $837,291 - $857,962	5,790	5,790 $858,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Ishares Russell 2000 ETF Transaction History