Avantax Advisory Services, Inc. Ishares Tr Russell 200 Growth Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 237,365 shares of IWY stock, worth $55.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

237,365

Previous 259,456 8.51%

Holding current value

$55.2 Million

Previous $55.7 Million 6.16%

% of portfolio

0.35%

Previous 0.4%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.66 - $225.97 $4.3 Million - $4.99 Million	-22,091 Reduced 8.51%	237,365 $52.2 Million
Q2 2024 Aug 09, 2024	BUY	$183.56 - $216.15 $5.92 Million - $6.97 Million	32,244 Added 14.19%	259,456 $55.7 Million
Q1 2024 May 08, 2024	BUY	$170.38 - $196.82 $10.4 Million - $12.1 Million	61,232 Added 36.89%	227,212 $44.3 Million
Q4 2023 Feb 07, 2024	BUY	$149.01 - $175.92 $4.61 Million - $5.44 Million	30,909 Added 22.88%	165,980 $29.1 Million
Q3 2023 Nov 07, 2023	BUY	$152.69 - $164.44 $3.09 Million - $3.32 Million	20,212 Added 17.6%	135,071 $20.8 Million
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $3.97 Million - $4.62 Million	29,165 Added 34.03%	114,859 $18.2 Million
Q1 2023 Apr 28, 2023	BUY	$117.74 - $138.93 $6.83 Million - $8.06 Million	58,000 Added 209.43%	85,694 $11.9 Million
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $950,391 - $1.06 Million	8,085 Added 41.23%	27,694 $3.34 Million
Q3 2022 Nov 01, 2022	BUY	$119.49 - $146.95 $1.02 Million - $1.25 Million	8,521 Added 76.85%	19,609 $2.34 Million
Q2 2022 Aug 02, 2022	BUY	$120.18 - $161.96 $303,093 - $408,463	2,522 Added 29.44%	11,088 $1.39 Million
Q1 2022 Apr 27, 2022	BUY	$141.01 - $175.1 $117,743 - $146,208	835 Added 10.8%	8,566 $1.36 Million
Q4 2021 Jan 24, 2022	SELL	$150.99 - $175.61 $94,670 - $110,107	-627 Reduced 7.5%	7,731 $1.34 Million
Q3 2021 Oct 21, 2021	BUY	$151.1 - $163.27 $378,958 - $409,481	2,508 Added 42.87%	8,358 $1.27 Million
Q2 2021 Jul 29, 2021	BUY	$136.12 - $150.82 $77,860 - $86,269	572 Added 10.84%	5,850 $879,000
Q1 2021 May 13, 2021	BUY	$127.24 - $139.47 $72,908 - $79,916	573 Added 12.18%	5,278 $710,000
Q4 2020 Jan 22, 2021	SELL	$116.6 - $133.06 $1.34 Million - $1.53 Million	-11,468 Reduced 70.91%	4,705 $626,000
Q3 2020 Oct 14, 2020	BUY	$108.23 - $131.63 $1.38 Million - $1.68 Million	12,764 Added 374.42%	16,173 $1.96 Million
Q2 2020 Aug 06, 2020	SELL	$80.54 - $107.61 $230,102 - $307,441	-2,857 Reduced 45.6%	3,409 $363,000
Q1 2020 Apr 30, 2020	BUY	$73.46 - $106.09 $460,300 - $664,759	6,266 New	6,266 $527,000

Others Institutions Holding IWY

# of Institutions

531

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

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About ISHARES TR RUSSELL 200 GROWTH

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Avantax Advisory Services, Inc. Ishares Tr Russell 200 Growth Transaction History