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

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,673 shares of SMMV stock, worth $284,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,673

Previous 5,342 24.92%

Holding current value

$284,469

Previous $217,000 27.19%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$40.26 - $44.35 $53,586 - $59,029	1,331 Added 24.92%	6,673 $276,000
Q3 2024 Nov 13, 2024	SELL	$36.99 - $40.84 $35,029 - $38,675	-947 Reduced 15.06%	5,342 $217,000
Q2 2024 Aug 09, 2024	BUY	$35.43 - $37.76 $10,983 - $11,705	310 Added 5.18%	6,289 $234,000
Q1 2024 May 08, 2024	BUY	$35.11 - $37.45 $105 - $112	3 Added 0.05%	5,979 $223,000
Q4 2023 Feb 07, 2024	SELL	$32.1 - $35.91 $4,815 - $5,386	-150 Reduced 2.45%	5,976 $213,000
Q3 2023 Nov 07, 2023	SELL	$33.03 - $35.21 $2,807 - $2,992	-85 Reduced 1.37%	6,126 $202,000
Q2 2023 Aug 11, 2023	BUY	$33.12 - $35.11 $5,729 - $6,074	173 Added 2.87%	6,211 $212,000
Q1 2023 Apr 28, 2023	BUY	$33.4 - $36.77 $201,669 - $222,017	6,038 New	6,038 $209,000

Others Institutions Holding SMMV

# of Institutions

138

Shares Held

6.5M

Call Options Held

Put Options Held

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About ISHARES MSCI USA SMALL-CAP MIN

Ticker SMMV
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Avantax Advisory Services, Inc. Ishares Msci Usa Small Cap Min Transaction History