A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 160,482 shares of ILCB stock, worth $12.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
160,482
Previous 155,521 3.19%
Holding current value
$12.9 Million
Previous $11.3 Million 7.04%
% of portfolio
0.09%
Previous 0.1%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$68.51 - $75.47 $339,878 - $374,406
4,961 Added 3.19%
160,482 $12.1 Million
Q1 2024

May 08, 2024

SELL
$64.54 - $72.47 $629,006 - $706,292
-9,746 Reduced 5.9%
155,521 $11.3 Million
Q4 2023

Feb 07, 2024

BUY
$56.59 - $65.96 $739,744 - $862,229
13,072 Added 8.59%
165,267 $10.9 Million
Q3 2023

Nov 07, 2023

BUY
$58.68 - $63.17 $73,936 - $79,594
1,260 Added 0.83%
152,195 $8.96 Million
Q2 2023

Aug 11, 2023

BUY
$55.57 - $61.08 $68,851 - $75,678
1,239 Added 0.83%
150,935 $9.22 Million
Q1 2023

Apr 28, 2023

BUY
$52.17 - $57.5 $115,400 - $127,190
2,212 Added 1.5%
149,696 $8.44 Million
Q4 2022

Feb 13, 2023

BUY
$49.24 - $56.14 $525,292 - $598,901
10,668 Added 7.8%
147,484 $7.76 Million
Q3 2022

Nov 01, 2022

BUY
$49.39 - $59.48 $125,302 - $150,900
2,537 Added 1.89%
136,816 $6.76 Million
Q2 2022

Aug 02, 2022

BUY
$50.32 - $63.49 $281,792 - $355,544
5,600 Added 4.35%
134,279 $6.98 Million
Q1 2022

Apr 27, 2022

BUY
$57.72 - $66.76 $415,353 - $480,404
7,196 Added 5.92%
128,679 $8.09 Million
Q4 2021

Jan 24, 2022

BUY
$60.52 - $66.81 $13,919 - $15,366
230 Added 0.19%
121,483 $8.07 Million
Q3 2021

Oct 21, 2021

BUY
$60.03 - $64.12 $158,719 - $169,533
2,644 Added 2.23%
121,253 $7.36 Million
Q2 2021

Jul 29, 2021

BUY
$56.68 - $60.74 $5.12 Million - $5.49 Million
90,319 Added 319.26%
118,609 $7.21 Million
Q1 2021

May 13, 2021

BUY
$53.07 - $56.13 $427,744 - $452,407
8,060 Added 39.84%
28,290 $6.35 Million
Q4 2020

Jan 22, 2021

SELL
$46.96 - $54.2 $5.21 Million - $6.01 Million
-110,869 Reduced 84.57%
20,230 $4.38 Million
Q3 2020

Oct 14, 2020

BUY
$43.89 - $51.72 $4.87 Million - $5.74 Million
110,935 Added 550.16%
131,099 $25.6 Million
Q2 2020

Aug 06, 2020

BUY
$35.01 - $45.88 $45,372 - $59,460
1,296 Added 6.87%
20,164 $3.52 Million
Q1 2020

Apr 30, 2020

BUY
$31.37 - $48.49 $143,925 - $222,472
4,588 Added 32.13%
18,868 $2.77 Million
Q4 2019

Feb 14, 2020

BUY
$40.83 - $46.21 $107,464 - $121,624
2,632 Added 22.6%
14,280 $2.63 Million
Q3 2019

Nov 08, 2019

BUY
$41.69 - $42.7 $58,032 - $59,438
1,392 Added 13.57%
11,648 $1.96 Million
Q2 2019

Aug 06, 2019

BUY
N/A
252 Added 2.52%
10,256 $1.69 Million
Q1 2019

May 13, 2019

SELL
N/A
-60 Reduced 0.6%
10,004 $1.6 Million
Q4 2018

Feb 13, 2019

BUY
N/A
10,064 New
10,064 $1.44 Million

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.