Avantax Advisory Services, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 169,119 shares of IJT stock, worth $23.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

169,119

Previous 162,666 3.97%

Holding current value

$23.7 Million

Previous $22.7 Million 0.89%

% of portfolio

0.15%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$134.53 - $150.65 $868,122 - $972,144	6,453 Added 3.97%	169,119 $22.9 Million
Q3 2024 Nov 13, 2024	BUY	$127.29 - $141.5 $1.51 Million - $1.68 Million	11,900 Added 7.89%	162,666 $22.7 Million
Q2 2024 Aug 09, 2024	BUY	$121.57 - $132.2 $2.66 Million - $2.89 Million	21,849 Added 16.95%	150,766 $19.4 Million
Q1 2024 May 08, 2024	BUY	$119.97 - $130.73 $3.04 Million - $3.32 Million	25,360 Added 24.49%	128,917 $16.9 Million
Q4 2023 Feb 07, 2024	BUY	$103.08 - $127.26 $392,425 - $484,478	3,807 Added 3.82%	103,557 $13 Million
Q3 2023 Nov 07, 2023	BUY	$108.37 - $120.85 $1.14 Million - $1.27 Million	10,474 Added 11.73%	99,750 $10.9 Million
Q2 2023 Aug 11, 2023	BUY	$104.35 - $114.93 $1.5 Million - $1.65 Million	14,356 Added 19.16%	89,276 $10.3 Million
Q1 2023 Apr 28, 2023	BUY	$105.46 - $120.16 $2.92 Million - $3.33 Million	27,672 Added 58.57%	74,920 $8.24 Million
Q4 2022 Feb 13, 2023	BUY	$102.93 - $117.14 $241,370 - $274,693	2,345 Added 5.22%	47,248 $5.11 Million
Q3 2022 Nov 01, 2022	BUY	$100.74 - $123.41 $173,172 - $212,141	1,719 Added 3.98%	44,903 $4.57 Million
Q2 2022 Aug 02, 2022	BUY	$101.11 - $126.58 $137,408 - $172,022	1,359 Added 3.25%	43,184 $4.55 Million
Q1 2022 Apr 27, 2022	BUY	$119.16 - $140.17 $595,085 - $700,008	4,994 Added 13.56%	41,825 $5.24 Million
Q4 2021 Jan 24, 2022	BUY	$130.52 - $143.62 $382,423 - $420,806	2,930 Added 8.64%	36,831 $5.11 Million
Q3 2021 Oct 21, 2021	BUY	$125.08 - $136.86 $611,766 - $669,382	4,891 Added 16.86%	33,901 $4.4 Million
Q2 2021 Jul 29, 2021	BUY	$122.71 - $133.56 $563,238 - $613,040	4,590 Added 18.8%	29,010 $3.84 Million
Q1 2021 May 13, 2021	BUY	$113.22 - $134.41 $128,731 - $152,824	1,137 Added 4.88%	24,420 $3.13 Million
Q4 2020 Jan 22, 2021	SELL	$89.39 - $115.31 $1.14 Million - $1.48 Million	-12,797 Reduced 35.47%	23,283 $2.66 Million
Q3 2020 Oct 14, 2020	BUY	$82.72 - $94.57 $1.83 Million - $2.09 Million	22,130 Added 158.64%	36,080 $6.37 Million
Q2 2020 Aug 06, 2020	SELL	$62.95 - $90.62 $50,360 - $72,496	-800 Reduced 5.42%	13,950 $2.37 Million
Q1 2020 Apr 30, 2020	SELL	$59.73 - $99.87 $57,699 - $96,474	-966 Reduced 6.15%	14,750 $2.03 Million
Q4 2019 Feb 14, 2020	BUY	$86.46 - $97.01 $671,448 - $753,379	7,766 Added 97.69%	15,716 $3.04 Million
Q3 2019 Nov 08, 2019	BUY	$86.64 - $92.93 $160,543 - $172,199	1,853 Added 30.39%	7,950 $1.41 Million
Q2 2019 Aug 06, 2019	BUY	$85.35 - $93.89 $87,654 - $96,425	1,027 Added 20.26%	6,097 $1.11 Million
Q1 2019 May 13, 2019	BUY	$78.94 - $92.95 $127,172 - $149,742	1,611 Added 46.57%	5,070 $905,000
Q4 2018 Feb 13, 2019	BUY	$75.74 - $99.46 $261,984 - $344,032	3,459 New	3,459 $560,000

Others Institutions Holding IJT

# of Institutions

797

Shares Held

27.3M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

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 S&P Small Cap 600 Grow Transaction History