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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 16,259 shares of SMMD stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,259

Previous 27,498 40.87%

Holding current value

$1.18 Million

Previous $1.72 Million 35.89%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.81 - $67.78 $616,009 - $761,779	-11,239 Reduced 40.87%	16,259 $1.1 Million
Q1 2025 May 06, 2025	SELL	$61.55 - $71.27 $54,841 - $63,501	-891 Reduced 3.14%	27,498 $1.72 Million
Q4 2024 Feb 07, 2025	SELL	$66.67 - $74.08 $142,207 - $158,012	-2,133 Reduced 6.99%	28,389 $1.93 Million
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

225

Shares Held

20.9M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

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