Avantax Advisory Services, Inc. Ishares Msci Usa Small Cap Mul Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$51.0 - $56.62 $487,407 - $541,117	-9,557 Reduced 65.32%	5,074 $262,000
Q2 2023 Aug 11, 2023	SELL	$48.63 - $53.62 $355,679 - $392,176	-7,314 Reduced 33.33%	14,631 $784,000
Q1 2023 Apr 28, 2023	BUY	$48.72 - $56.08 $98,316 - $113,169	2,018 Added 10.13%	21,945 $1.12 Million
Q4 2022 Feb 13, 2023	BUY	$45.98 - $53.17 $346,689 - $400,901	7,540 Added 60.87%	19,927 $989,000
Q3 2022 Nov 01, 2022	BUY	$44.1 - $53.86 $350,021 - $427,486	7,937 Added 178.36%	12,387 $554,000
Q2 2022 Aug 02, 2022	BUY	$46.1 - $55.08 $205,145 - $245,106	4,450 New	4,450 $209,000
Q4 2020 Jan 22, 2021	SELL	$37.75 - $46.16 $1 Million - $1.23 Million	-26,595 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$34.77 - $39.3 $924,708 - $1.05 Million	26,595 New	26,595 $992,000

Others Institutions Holding SMLF

# of Institutions

157

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

3.78M
Shares

$253 Million
14.65% of portfolio
Wells Fargo & Company San Francisco, CA

1.36M
Shares

$91.5 Million
0.02% of portfolio
Acropolis Investment Management, LLC

773K
Shares

$51.9 Million
3.05% of portfolio
Ullmann Wealth Partners Group, LLC

560K
Shares

$37.5 Million
4.81% of portfolio
Black Rock Inc. New York, NY

499K
Shares

$33.5 Million
0.0% of portfolio

About ISHARES MSCI USA SMALL-CAP MUL

Ticker SMLF
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