Avantax Advisory Services, Inc. Ishares Tr Russell 2500 ETF Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,522 shares of SMMD stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,522
Previous 39,455 22.64%
Holding current value
$2.16 Million
Previous $2.47 Million 16.28%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$61.71 - $68.15 $551,255 - $608,783
-8,933 Reduced 22.64%
30,522 $2.07 Million
Q2 2024

Aug 09, 2024
BUY
$60.34 - $65.19 $365,479 - $394,855
6,057 Added 18.14%
39,455 $2.47 Million
Q1 2024

May 08, 2024
SELL
$58.78 - $65.61 $394,061 - $439,849
-6,704 Reduced 16.72%
33,398 $2.19 Million
Q4 2023

Feb 07, 2024
BUY
$50.46 - $62.34 $1.79 Million - $2.21 Million
35,469 Added 765.57%
40,102 $2.47 Million
Q3 2023

Nov 07, 2023
SELL
$53.72 - $60.35 $113,080 - $127,036
-2,105 Reduced 31.24%
4,633 $252,000
Q2 2023

Aug 11, 2023
BUY
$52.41 - $57.47 $10,691 - $11,723
204 Added 3.12%
6,738 $387,000
Q1 2023

Apr 28, 2023
SELL
$52.14 - $60.44 $22,107 - $25,626
-424 Reduced 6.09%
6,534 $358,000
Q4 2022

Feb 13, 2023
BUY
$50.18 - $56.92 $5,569 - $6,318
111 Added 1.62%
6,958 $369,000
Q3 2022

Nov 01, 2022
SELL
$49.59 - $60.48 $142,075 - $173,275
-2,865 Reduced 29.5%
6,847 $341,000
Q2 2022

Aug 02, 2022
SELL
$50.12 - $62.96 $141,288 - $177,484
-2,819 Reduced 22.5%
9,712 $501,000
Q1 2022

Apr 27, 2022
BUY
$57.98 - $66.78 $47,601 - $54,826
821 Added 7.01%
12,531 $782,000
Q4 2021

Jan 24, 2022
BUY
$62.95 - $70.3 $440 - $492
7 Added 0.06%
11,710 $777,000
Q3 2021

Oct 21, 2021
SELL
$62.02 - $67.37 $18,730 - $20,345
-302 Reduced 2.52%
11,703 $753,000
Q2 2021

Jul 29, 2021
BUY
$62.15 - $66.8 $12,616 - $13,560
203 Added 1.72%
12,005 $794,000
Q1 2021

May 13, 2021
BUY
$55.99 - $65.72 $111,196 - $130,519
1,986 Added 20.23%
11,802 $744,000
Q4 2020

Jan 22, 2021
BUY
$45.29 - $57.31 $32,699 - $41,377
722 Added 7.94%
9,816 $556,000
Q1 2020

Apr 30, 2020
BUY
$29.24 - $49.61 $265,908 - $451,153
9,094 New
9,094 $306,000

Others Institutions Holding SMMD

# of Institutions
198
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 2500 ETF

SMMD Quotes by TradingView
  • Ticker SMMD
  • Sector ETFs
  • Industry ETFs
More about SMMD
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