Avantax Planning Partners, Inc. Ishares Russell Mid Cap Growth Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 144,803 shares of IWP stock, worth $19.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

144,803

Previous 75,898 90.79%

Holding current value

$19.3 Million

Previous $9.62 Million 76.84%

% of portfolio

0.61%

Previous 0.35%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$114.9 - $139.6 $7.92 Million - $9.62 Million	68,905 Added 90.79%	144,803 $17 Million
Q4 2024 Feb 07, 2025	BUY	$116.4 - $138.52 $84,622 - $100,704	727 Added 0.97%	75,898 $9.62 Million
Q3 2024 Nov 13, 2024	SELL	$103.87 - $117.59 $5.69 Million - $6.45 Million	-54,819 Reduced 42.17%	75,171 $8.82 Million
Q2 2024 Aug 09, 2024	SELL	$105.7 - $113.43 $15.1 Million - $16.2 Million	-142,420 Reduced 52.28%	129,990 $14.3 Million
Q1 2024 May 02, 2024	BUY	$100.66 - $114.14 $6,341 - $7,190	63 Added 0.02%	272,410 $31.1 Million
Q4 2023 Feb 09, 2024	BUY	$85.66 - $105.12 $2.27 Million - $2.78 Million	26,454 Added 10.76%	272,347 $28.4 Million
Q3 2023 Nov 03, 2023	BUY	$89.97 - $100.32 $574,728 - $640,844	6,388 Added 2.67%	245,893 $22.5 Million
Q2 2023 Jul 17, 2023	BUY	$87.72 - $96.63 $1.09 Million - $1.2 Million	12,436 Added 5.48%	239,505 $23.1 Million
Q1 2023 Apr 20, 2023	BUY	$82.89 - $94.68 $941,050 - $1.07 Million	11,353 Added 5.26%	227,069 $20.7 Million
Q4 2022 Feb 09, 2023	BUY	$77.4 - $89.88 $2.49 Million - $2.89 Million	32,136 Added 17.51%	215,716 $18 Million
Q3 2022 Oct 14, 2022	BUY	$78.02 - $94.38 $2.57 Million - $3.11 Million	32,933 Added 21.86%	183,580 $14.4 Million
Q2 2022 Jul 18, 2022	BUY	$75.41 - $102.47 $355,482 - $483,043	4,714 Added 3.23%	150,647 $11.9 Million
Q1 2022 May 09, 2022	BUY	$89.52 - $114.03 $1.19 Million - $1.51 Million	13,276 Added 10.01%	145,933 $14.7 Million
Q4 2021 Jan 28, 2022	BUY	$109.8 - $123.28 $2.85 Million - $3.2 Million	25,992 Added 24.37%	132,657 $15.3 Million
Q3 2021 Oct 27, 2021	BUY	$109.39 - $119.47 $846,022 - $923,980	7,734 Added 7.82%	106,665 $12 Million
Q2 2021 Aug 10, 2021	BUY	$99.98 - $113.73 $1.78 Million - $2.03 Million	17,841 Added 22.0%	98,931 $11.2 Million
Q1 2021 May 06, 2021	BUY	$96.94 - $112.05 $917,537 - $1.06 Million	9,465 Added 13.21%	81,090 $8.28 Million
Q4 2020 Feb 04, 2021	BUY	$86.54 - $104.78 $3.14 Million - $3.8 Million	36,228 Added 102.35%	71,625 $7.35 Million
Q3 2020 Oct 28, 2020	BUY	$79.56 - $90.13 $1.85 Million - $2.1 Million	23,291 Added 192.39%	35,397 $6.12 Million
Q2 2020 Jul 15, 2020	BUY	$57.59 - $81.27 $365,811 - $516,227	6,352 Added 110.39%	12,106 $1.91 Million
Q1 2020 Apr 27, 2020	BUY	$52.32 - $81.58 $90,827 - $141,622	1,736 Added 43.21%	5,754 $700,000
Q4 2019 Jan 15, 2020	SELL	$68.8 - $76.63 $2,201 - $2,452	-32 Reduced 0.79%	4,018 $613,000
Q2 2019 Aug 07, 2019	BUY	N/A	143 Added 3.66%	4,050 $585,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,302 Added 545.79%	3,907 $444,000
Q3 2018 Nov 13, 2018	BUY	N/A	605 New	605 $82,000
Q2 2018 Aug 13, 2018	SELL	N/A	-632 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	632 New	632 $78,000

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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Avantax Planning Partners, Inc. Ishares Russell Mid Cap Growth Transaction History