AVANTAX ADVISORY SERVICES, INC. – iShares Morningstar Small-Cap ETF Transaction History
AVANTAX ADVISORY SERVICES, INC. portfolio value:
$7.49M
portfolio value
AVANTAX ADVISORY SERVICES, INC. quarter portfolio value change:
-3.50%
quarter
iShares Morningstar Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.96% | -5.34K shares | -509K | $42.7 | 175.52K |
| Q2 2022 | share | Increase | +96.62% | 88.87K shares | 3.08M | $44.25 | 180.86K |
| Q1 2022 | share | Increase | +6.82% | 5.87K shares | -5K | $53.54 | 91.99K |
| Q4 2021 | share | Increase | +15.76% | 11.72K shares | 751K | $57.31 | 86.11K |
| Q3 2021 | share | Increase | +14.95% | 9.67K shares | 379K | $56.09 | 74.38K |
| Q2 2021 | share | Increase | +16.29% | 9.06K shares | 658K | $58.44 | 64.71K |
| Q1 2021 | share | Increase | +69.24% | 22.76K shares | 1.51M | $56.07 | 55.65K |
| Q4 2020 | share | Decrease | -76.77% | -108.67K shares | -3.92M | $48.92 | 32.88K |
| Q3 2020 | share | Increase | +418.06% | 114.23K shares | 4.51M | $38.75 | 141.55K |
| Q2 2020 | share | Increase | +3.75% | 988 shares | 209K | $37.25 | 27.32K |
| Q1 2020 | share | Increase | +14.05% | 3.24K shares | -264K | $30.72 | 26.33K |
| Q4 2019 | share | Increase | +27.61% | 4.99K shares | 297K | $46.03 | 23.09K |
| Q3 2019 | share | Increase | 0.00% | 18.09K shares | 792K | $42.52 | 18.09K |
| Q2 2019 | share | Increase | +7.20% | 948 shares | 59K | $42.26 | 14.10K |
| Q1 2019 | share | Increase | +2.65% | 340 shares | 82K | $40.85 | 13.16K |
| Q4 2018 | share | Increase | 0.00% | 12.82K shares | 475K | $35.57 | 12.82K |