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 77,127 shares of IWP stock, worth $10 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
77,127
Previous 69,698 10.66%
Holding current value
$10 Million
Previous $7.69 Million 17.62%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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