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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,187 shares of IWR stock, worth $381,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,187

Previous 4,438 5.66%

Holding current value

$381,435

Previous $359,000 2.79%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$79.92 - $88.19 $20,059 - $22,135	-251 Reduced 5.66%	4,187 $369,000
Q2 2024 Aug 09, 2024	SELL	$78.66 - $83.59 $10,776 - $11,451	-137 Reduced 2.99%	4,438 $359,000
Q1 2024 May 02, 2024	BUY	$75.37 - $84.09 $116,974 - $130,507	1,552 Added 51.34%	4,575 $384,000
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $53,039 - $64,024	-818 Reduced 21.3%	3,023 $234,000
Q2 2023 Jul 17, 2023	SELL	$67.49 - $73.03 $16,939 - $18,330	-251 Reduced 6.13%	3,841 $280,000
Q1 2023 Apr 20, 2023	SELL	$66.27 - $75.04 $15,308 - $17,334	-231 Reduced 5.34%	4,092 $286,000
Q4 2022 Feb 09, 2023	SELL	$62.09 - $71.89 $1,676 - $1,941	-27 Reduced 0.62%	4,323 $291,000
Q3 2022 Oct 14, 2022	BUY	$62.15 - $74.82 $33,001 - $39,729	531 Added 13.9%	4,350 $270,000
Q2 2022 Jul 18, 2022	SELL	$62.75 - $78.76 $34,763 - $43,633	-554 Reduced 12.67%	3,819 $247,000
Q1 2022 May 09, 2022	BUY	$72.29 - $82.89 $316,124 - $362,477	4,373 New	4,373 $341,000
Q4 2018 Feb 14, 2019	SELL	$43.7 - $54.95 $611 - $769	-14 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$52.87 - $56.02 $740 - $784	14 New	14 $3,000
Q2 2018 Aug 13, 2018	SELL	$50.43 - $54.42 $9,026 - $9,741	-179 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$49.67 - $55.0 $8,890 - $9,845	179 New	179 $37,000

Others Institutions Holding IWR

# of Institutions

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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