AVANTAX ADVISORY SERVICES, INC. – iShares Morningstar Mid-Cap ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$11.18M
portfolio value
AVANTAX ADVISORY SERVICES, INC. quarter portfolio value change:
-4.38%
quarter
iShares Morningstar Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.20% | -2.52K shares | -655K | $53.88 | 207.60K |
| Q2 2022 | share | Decrease | -3.97% | -8.69K shares | -2.88M | $56.35 | 210.13K |
| Q1 2022 | share | Decrease | -4.97% | -11.45K shares | -1.64M | $67.3 | 218.82K |
| Q4 2021 | share | Decrease | -0.42% | -968 shares | 957K | $71.11 | 230.28K |
| Q3 2021 | share | Increase | +0.94% | 2.15K shares | 54K | $66.54 | 231.24K |
| Q2 2021 | share | Increase | +3.28% | 7.28K shares | 1.38M | $66.82 | 229.09K |
| Q1 2021 | share | Increase | +4.74% | 10.04K shares | 1.56M | $62.49 | 221.81K |
| Q4 2020 | share | Decrease | -40.98% | -147.06K shares | -5.53M | $58.08 | 211.76K |
| Q3 2020 | share | Increase | +82.62% | 162.33K shares | 8.88M | $49.53 | 358.82K |
| Q2 2020 | share | Increase | +7.87% | 14.34K shares | 2.07M | $45.43 | 196.49K |
| Q1 2020 | share | Decrease | -0.52% | -944 shares | -2.60M | $37.62 | 182.15K |
| Q4 2019 | share | Increase | +869.58% | 164.21K shares | 8.65M | $51.25 | 183.09K |
| Q3 2019 | share | Increase | 0.00% | 18.88K shares | 935K | $48.19 | 18.88K |
| Q2 2019 | share | Increase | +2.25% | 400 shares | 46K | $47.1 | 18.17K |
| Q1 2019 | share | Increase | +1.58% | 276 shares | 127K | $45.49 | 17.77K |
| Q4 2018 | share | Increase | 0.00% | 17.5K shares | 708K | $38.97 | 17.5K |