AVANTAX ADVISORY SERVICES, INC. – iShares Morningstar U.S. Equity ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$6.75M
portfolio value
AVANTAX ADVISORY SERVICES, INC. quarter portfolio value change:
-4.95%
quarter
iShares Morningstar U.S. Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.89% | 2.53K shares | -220K | $49.39 | 136.81K |
| Q2 2022 | share | Increase | +4.35% | 5.6K shares | -1.11M | $51.96 | 134.27K |
| Q1 2022 | share | Increase | +5.92% | 7.19K shares | 21K | $62.85 | 128.67K |
| Q4 2021 | share | Increase | +0.19% | 230 shares | 705K | $66.66 | 121.48K |
| Q3 2021 | share | Increase | +2.23% | 2.64K shares | 151K | $60.69 | 121.25K |
| Q2 2021 | share | Increase | +4.82% | 5.44K shares | 867K | $60.53 | 118.60K |
| Q1 2021 | share | Increase | +39.84% | 32.24K shares | 1.96M | $55.73 | 113.16K |
| Q4 2020 | share | Decrease | -84.57% | -443.47K shares | -21.19M | $53.72 | 80.92K |
| Q3 2020 | share | Increase | +550.16% | 443.74K shares | 22.06M | $48.15 | 524.39K |
| Q2 2020 | share | Increase | +6.87% | 5.18K shares | 752K | $42.94 | 80.65K |
| Q1 2020 | share | Increase | +32.13% | 18.35K shares | 131K | $35.95 | 75.47K |
| Q4 2019 | share | Increase | +22.60% | 10.52K shares | 675K | $44.99 | 57.12K |
| Q3 2019 | share | Increase | 0.00% | 46.59K shares | 1.95M | $40.76 | 46.59K |
| Q2 2019 | share | Increase | +2.52% | 1.00K shares | 93K | $39.9 | 41.02K |
| Q1 2019 | share | Decrease | -0.60% | -240 shares | 165K | $38.26 | 40.01K |
| Q4 2018 | share | Increase | 0.00% | 40.25K shares | 1.43M | $33.91 | 40.25K |