Avantax Advisory Services, Inc. Ishares Russell Mid Cap Growth Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 89,685 shares of IWP stock, worth $12.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

89,685

Previous 87,248 2.79%

Holding current value

$12.3 Million

Previous $10.3 Million 21.34%

% of portfolio

0.07%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$104.34 - $138.68 $254,276 - $337,963	2,437 Added 2.79%	89,685 $12.4 Million
Q1 2025 May 06, 2025	SELL	$114.9 - $139.6 $652,632 - $792,928	-5,680 Reduced 6.11%	87,248 $10.3 Million
Q4 2024 Feb 07, 2025	BUY	$116.4 - $138.52 $1.84 Million - $2.19 Million	15,801 Added 20.49%	92,928 $11.8 Million
Q3 2024 Nov 13, 2024	BUY	$103.87 - $117.59 $771,650 - $873,576	7,429 Added 10.66%	77,127 $9.05 Million
Q2 2024 Aug 09, 2024	BUY	$105.7 - $113.43 $295,431 - $317,036	2,795 Added 4.18%	69,698 $7.69 Million

Q1 2024 May 08, 2024	BUY	$100.66 - $114.14 $1.39 Million - $1.57 Million	13,782 Added 25.94%	66,903 $7.64 Million
Q4 2023 Feb 07, 2024	BUY	$85.66 - $105.12 $393,008 - $482,290	4,588 Added 9.45%	53,121 $5.55 Million
Q3 2023 Nov 07, 2023	SELL	$89.97 - $100.32 $138,283 - $154,191	-1,537 Reduced 3.07%	48,533 $4.43 Million
Q2 2023 Aug 11, 2023	BUY	$87.72 - $96.63 $91,141 - $100,398	1,039 Added 2.12%	50,070 $4.84 Million
Q1 2023 Apr 28, 2023	SELL	$82.89 - $94.68 $144,394 - $164,932	-1,742 Reduced 3.43%	49,031 $4.46 Million
Q4 2022 Feb 13, 2023	SELL	$77.4 - $89.88 $694,510 - $806,493	-8,973 Reduced 15.02%	50,773 $4.24 Million
Q3 2022 Nov 01, 2022	BUY	$78.02 - $94.38 $72,948 - $88,245	935 Added 1.59%	59,746 $4.69 Million
Q2 2022 Aug 02, 2022	SELL	$75.41 - $102.47 $221,479 - $300,954	-2,937 Reduced 4.76%	58,811 $4.66 Million
Q1 2022 Apr 27, 2022	SELL	$89.52 - $114.03 $3.42 Million - $4.36 Million	-38,213 Reduced 38.23%	61,748 $6.2 Million
Q4 2021 Jan 24, 2022	BUY	$109.8 - $123.28 $330,937 - $371,565	3,014 Added 3.11%	99,961 $11.5 Million
Q3 2021 Oct 21, 2021	BUY	$109.39 - $119.47 $400,586 - $437,499	3,662 Added 3.93%	96,947 $10.9 Million
Q2 2021 Jul 29, 2021	BUY	$99.98 - $113.73 $142,271 - $161,837	1,423 Added 1.55%	93,285 $10.6 Million
Q1 2021 May 13, 2021	BUY	$96.94 - $112.05 $873,623 - $1.01 Million	9,012 Added 10.88%	91,862 $9.37 Million
Q4 2020 Jan 22, 2021	BUY	$86.54 - $104.78 $4.05 Million - $4.9 Million	46,743 Added 129.46%	82,850 $8.5 Million
Q3 2020 Oct 14, 2020	BUY	$79.56 - $90.13 $826,071 - $935,819	10,383 Added 40.36%	36,107 $6.25 Million
Q2 2020 Aug 06, 2020	BUY	$57.59 - $81.27 $965,150 - $1.36 Million	16,759 Added 186.94%	25,724 $4.07 Million
Q1 2020 Apr 30, 2020	BUY	$52.32 - $81.58 $26,421 - $41,197	505 Added 5.97%	8,965 $1.09 Million
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $582,048 - $648,289	8,460 New	8,460 $1.29 Million

Others Institutions Holding IWP

# of Institutions

1,326

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
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Avantax Advisory Services, Inc. Ishares Russell Mid Cap Growth Transaction History