Avantax Advisory Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,099 shares of ESGD stock, worth $717,571. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,099
Previous 8,048 0.63%
Holding current value
$717,571
Previous $612,000 8.01%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$75.32 - $84.77 $3,841 - $4,323
51 Added 0.63%
8,099 $661,000
Q4 2024

Feb 07, 2025
BUY
$75.65 - $83.47 $216,359 - $238,724
2,860 Added 55.13%
8,048 $612,000
Q3 2024

Nov 13, 2024
BUY
$75.63 - $84.89 $28,890 - $32,427
382 Added 7.95%
5,188 $436,000
Q2 2024

Aug 09, 2024
BUY
$76.22 - $82.36 $37,805 - $40,850
496 Added 11.51%
4,806 $378,000
Q1 2024

May 08, 2024
SELL
$73.39 - $80.18 $15,925 - $17,399
-217 Reduced 4.79%
4,310 $344,000
Q4 2023

Feb 07, 2024
SELL
$65.9 - $75.7 $150,713 - $173,125
-2,287 Reduced 33.56%
4,527 $341,000
Q3 2023

Nov 07, 2023
SELL
$68.87 - $74.82 $99,654 - $108,264
-1,447 Reduced 17.52%
6,814 $471,000
Q2 2023

Aug 11, 2023
SELL
$70.97 - $74.19 $81,331 - $85,021
-1,146 Reduced 12.18%
8,261 $602,000
Q1 2023

Apr 28, 2023
BUY
$66.27 - $72.39 $114,514 - $125,089
1,728 Added 22.5%
9,407 $675,000
Q4 2022

Feb 13, 2023
BUY
$55.83 - $67.96 $20,601 - $25,077
369 Added 5.05%
7,679 $504,000
Q3 2022

Nov 01, 2022
SELL
$55.75 - $67.2 $16,446 - $19,824
-295 Reduced 3.88%
7,310 $410,000
Q2 2022

Aug 02, 2022
SELL
$61.64 - $74.67 $63,674 - $77,134
-1,033 Reduced 11.96%
7,605 $477,000
Q1 2022

Apr 27, 2022
BUY
$67.21 - $80.45 $90,666 - $108,527
1,349 Added 18.51%
8,638 $636,000
Q4 2021

Jan 24, 2022
BUY
$76.64 - $82.32 $274,294 - $294,623
3,579 Added 96.47%
7,289 $579,000
Q3 2021

Oct 21, 2021
BUY
$77.09 - $82.48 $286,003 - $306,000
3,710 New
3,710 $291,000

Others Institutions Holding ESGD

# of Institutions
674
Shares Held
96.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email