AVANTAX ADVISORY SERVICES, INC. – iShares Morningstar Mid-Cap Value ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$4.78M
portfolio value
AVANTAX ADVISORY SERVICES, INC. quarter portfolio value change:
-5.76%
quarter
iShares Morningstar Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.61% | 2.17K shares | -164K | $55.94 | 85.59K |
| Q2 2022 | share | Increase | +9.33% | 7.11K shares | -309K | $59.36 | 83.41K |
| Q1 2022 | share | Increase | +11.99% | 8.16K shares | 609K | $68.89 | 76.29K |
| Q4 2021 | share | Increase | +5.31% | 3.43K shares | 559K | $68 | 68.13K |
| Q3 2021 | share | Increase | +6.35% | 3.86K shares | 191K | $63.22 | 64.69K |
| Q2 2021 | share | Increase | +8.94% | 4.99K shares | 461K | $63.86 | 60.83K |
| Q1 2021 | share | Increase | +27.65% | 12.09K shares | 1.15M | $60.89 | 55.83K |
| Q4 2020 | share | Decrease | -64.40% | -79.13K shares | -3.08M | $51.4 | 43.74K |
| Q3 2020 | share | Increase | +200.22% | 81.94K shares | 3.64M | $42.82 | 122.87K |
| Q2 2020 | share | Decrease | -0.40% | -165 shares | 253K | $40.96 | 40.92K |
| Q1 2020 | share | Increase | +1.18% | 480 shares | -816K | $34.46 | 41.09K |
| Q4 2019 | share | Increase | +7.89% | 2.97K shares | 267K | $53.61 | 40.61K |
| Q3 2019 | share | Increase | 0.00% | 37.64K shares | 2.01M | $50.79 | 37.64K |
| Q2 2019 | share | Increase | +5.46% | 1.79K shares | 113K | $49.34 | 34.70K |
| Q1 2019 | share | Increase | +38.30% | 9.11K shares | 610K | $48.5 | 32.91K |
| Q4 2018 | share | Increase | 0.00% | 23.79K shares | 1.09M | $42.99 | 23.79K |