A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 136,339 shares of ITOT stock, worth $17.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
136,339
Previous 151,362 9.93%
Holding current value
$17.4 Million
Previous $17.5 Million 7.21%
% of portfolio
0.12%
Previous 0.16%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$108.78 - $119.23 $1.63 Million - $1.79 Million
-15,023 Reduced 9.93%
136,339 $16.2 Million
Q1 2024

May 08, 2024

SELL
$103.16 - $115.3 $241,703 - $270,147
-2,343 Reduced 1.52%
151,362 $17.5 Million
Q4 2023

Feb 07, 2024

BUY
$90.04 - $105.69 $2.46 Million - $2.89 Million
27,349 Added 21.64%
153,705 $16.2 Million
Q3 2023

Nov 07, 2023

BUY
$93.72 - $101.39 $893,339 - $966,449
9,532 Added 8.16%
126,356 $11.9 Million
Q2 2023

Aug 11, 2023

BUY
$89.03 - $97.84 $716,780 - $787,709
8,051 Added 7.4%
116,824 $11.4 Million
Q1 2023

Apr 28, 2023

SELL
$84.12 - $93.15 $586,905 - $649,907
-6,977 Reduced 6.03%
108,773 $9.85 Million
Q4 2022

Feb 13, 2023

BUY
$79.44 - $90.48 $974,093 - $1.11 Million
12,262 Added 11.85%
115,750 $9.82 Million
Q3 2022

Nov 01, 2022

SELL
$79.54 - $95.9 $426,573 - $514,311
-5,363 Reduced 4.93%
103,488 $8.23 Million
Q2 2022

Aug 02, 2022

BUY
$80.96 - $102.19 $427,306 - $539,358
5,278 Added 5.1%
108,851 $9.12 Million
Q1 2022

Apr 27, 2022

BUY
$93.09 - $107.63 $909,210 - $1.05 Million
9,767 Added 10.41%
103,573 $10.5 Million
Q4 2021

Jan 24, 2022

BUY
$98.24 - $107.61 $332,935 - $364,690
3,389 Added 3.75%
93,806 $10 Million
Q3 2021

Oct 21, 2021

SELL
$97.33 - $103.96 $20,244 - $21,623
-208 Reduced 0.23%
90,417 $8.9 Million
Q2 2021

Jul 29, 2021

BUY
$92.76 - $98.86 $486,247 - $518,224
5,242 Added 6.14%
90,625 $8.96 Million
Q1 2021

May 13, 2021

BUY
$85.12 - $92.58 $601,202 - $653,892
7,063 Added 9.02%
85,383 $7.81 Million
Q4 2020

Jan 22, 2021

SELL
$74.05 - $86.22 $3.94 Million - $4.59 Million
-53,191 Reduced 40.45%
78,320 $6.76 Million
Q3 2020

Oct 14, 2020

BUY
$69.81 - $80.47 $2.97 Million - $3.43 Million
42,595 Added 47.9%
131,511 $9.93 Million
Q2 2020

Aug 06, 2020

SELL
$54.49 - $72.8 $279,261 - $373,100
-5,125 Reduced 5.45%
88,916 $6.17 Million
Q1 2020

Apr 30, 2020

SELL
$49.67 - $76.42 $902,752 - $1.39 Million
-18,175 Reduced 16.2%
94,041 $5.39 Million
Q4 2019

Feb 14, 2020

BUY
$65.12 - $72.96 $1.06 Million - $1.18 Million
16,209 Added 16.88%
112,216 $8.16 Million
Q3 2019

Nov 08, 2019

BUY
$64.37 - $68.57 $981,642 - $1.05 Million
15,250 Added 18.88%
96,007 $6.43 Million
Q2 2019

Aug 06, 2019

BUY
$62.47 - $67.06 $220,831 - $237,057
3,535 Added 4.58%
80,757 $5.38 Million
Q1 2019

May 13, 2019

BUY
$55.45 - $64.92 $817,554 - $957,180
14,744 Added 23.6%
77,222 $4.97 Million
Q4 2018

Feb 13, 2019

BUY
$53.25 - $66.76 $3.33 Million - $4.17 Million
62,478 New
62,478 $3.55 Million

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.