AVANTAX ADVISORY SERVICES, INC. – iShares Morningstar Value ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$10.56M
portfolio value
AVANTAX ADVISORY SERVICES, INC. quarter portfolio value change:
-6.49%
quarter
iShares Morningstar Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.75% | 1.39K shares | -650K | $56.47 | 187.07K |
| Q2 2022 | share | Increase | +12.57% | 20.73K shares | -107K | $60.39 | 185.68K |
| Q1 2022 | share | Increase | +3.68% | 5.86K shares | 248K | $68.58 | 164.95K |
| Q4 2021 | share | Increase | +6.37% | 9.53K shares | 1.55M | $69.61 | 159.09K |
| Q3 2021 | share | Increase | +5.13% | 7.30K shares | 336K | $63.64 | 149.56K |
| Q2 2021 | share | Increase | +6.02% | 8.07K shares | 939K | $64.17 | 142.25K |
| Q1 2021 | share | Increase | +23.23% | 25.29K shares | 2.12M | $60.82 | 134.18K |
| Q4 2020 | share | Decrease | -69.51% | -248.24K shares | -11.54M | $55.26 | 108.89K |
| Q3 2020 | share | Increase | +250.44% | 255.22K shares | 12.73M | $48.3 | 357.13K |
| Q2 2020 | share | Increase | +5.15% | 4.99K shares | 731K | $46.86 | 101.91K |
| Q1 2020 | share | Increase | +10.49% | 9.20K shares | -947K | $41.62 | 96.91K |
| Q4 2019 | share | Increase | +14.55% | 11.14K shares | 911K | $55.72 | 87.71K |
| Q3 2019 | share | Increase | 0.00% | 76.56K shares | 4.23M | $52.11 | 76.56K |
| Q2 2019 | share | Increase | +6.08% | 3.63K shares | 271K | $50.52 | 63.41K |
| Q1 2019 | share | Increase | +81.31% | 26.80K shares | 1.56M | $49.02 | 59.77K |
| Q4 2018 | share | Increase | 0.00% | 32.97K shares | 1.58M | $44.5 | 32.97K |