Avantax Advisory Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 587,384 shares of IJH stock, worth $37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

587,384

Previous 557,512 5.36%

Holding current value

$37 Million

Previous $32.6 Million 12.2%

% of portfolio

0.24%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$57.32 - $62.65 $1.71 Million - $1.87 Million	29,872 Added 5.36%	587,384 $36.6 Million
Q2 2024 Aug 09, 2024	BUY	$56.43 - $60.79 $1.7 Million - $1.83 Million	30,101 Added 5.71%	557,512 $32.6 Million
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $23.9 Million - $119 Million	419,152 Added 387.18%	527,411 $32 Million
Q4 2023 Feb 07, 2024	SELL	$232.04 - $279.85 $1.69 Million - $2.04 Million	-7,273 Reduced 6.3%	108,259 $30 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $1.59 Million - $1.76 Million	6,443 Added 5.91%	115,532 $28.8 Million
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $626,013 - $681,416	2,606 Added 2.45%	109,089 $28.5 Million
Q1 2023 Apr 28, 2023	BUY	$237.25 - $271.72 $1.39 Million - $1.59 Million	5,842 Added 5.8%	106,483 $26.6 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $558,534 - $3.21 Million	12,484 Added 14.16%	100,641 $24.3 Million
Q3 2022 Nov 01, 2022	BUY	$43.85 - $263.28 $75,158 - $451,261	1,714 Added 1.98%	88,157 $19.3 Million
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $3.06 Million - $3.78 Million	13,987 Added 19.3%	86,443 $19.6 Million
Q1 2022 Apr 27, 2022	BUY	$251.21 - $285.37 $4.07 Million - $4.63 Million	16,212 Added 28.82%	72,456 $19.5 Million
Q4 2021 Jan 24, 2022	BUY	$265.81 - $290.54 $635,285 - $694,390	2,390 Added 4.44%	56,244 $15.9 Million
Q3 2021 Oct 21, 2021	BUY	$256.44 - $277.04 $1.59 Million - $1.71 Million	6,189 Added 12.98%	53,854 $14.2 Million
Q2 2021 Jul 29, 2021	BUY	$260.21 - $276.38 $564,915 - $600,020	2,171 Added 4.77%	47,665 $12.8 Million
Q1 2021 May 13, 2021	BUY	$226.3 - $267.93 $1.71 Million - $2.02 Million	7,543 Added 19.88%	45,494 $11.9 Million
Q4 2020 Jan 22, 2021	SELL	$187.77 - $230.69 $12 Million - $14.8 Million	-64,037 Reduced 62.79%	37,951 $8.72 Million
Q3 2020 Oct 14, 2020	BUY	$174.43 - $196.49 $9.19 Million - $10.4 Million	52,679 Added 106.83%	101,988 $18.9 Million
Q2 2020 Aug 06, 2020	SELL	$133.18 - $194.42 $108,008 - $157,674	-811 Reduced 1.62%	49,309 $8.77 Million
Q1 2020 Apr 30, 2020	SELL	$121.75 - $210.58 $2.1 Million - $3.63 Million	-17,254 Reduced 25.61%	50,120 $7.21 Million
Q4 2019 Feb 14, 2020	BUY	$185.78 - $206.16 $7.72 Million - $8.57 Million	41,552 Added 160.92%	67,374 $13.9 Million
Q3 2019 Nov 08, 2019	BUY	$183.17 - $198.52 $681,392 - $738,494	3,720 Added 16.83%	25,822 $4.99 Million
Q2 2019 Aug 06, 2019	BUY	$181.14 - $198.0 $1.09 Million - $1.19 Million	6,028 Added 37.5%	22,102 $4.29 Million
Q1 2019 May 13, 2019	BUY	$162.83 - $193.4 $369,949 - $439,404	2,272 Added 16.46%	16,074 $3.04 Million
Q4 2018 Feb 13, 2019	BUY	$156.48 - $199.76 $2.16 Million - $2.76 Million	13,802 New	13,802 $2.29 Million

Others Institutions Holding IJH

# of Institutions

2,468

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History