Avantax Advisory Services, Inc. Ishares Tr Esg Advanced Total Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,957 shares of EUSB stock, worth $342,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,957

Previous 7,628 4.31%

Holding current value

$342,867

Previous $324,000 6.17%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$42.05 - $43.43 $13,834 - $14,288	329 Added 4.31%	7,957 $344,000
Q4 2024 Feb 07, 2025	SELL	$42.39 - $44.29 $116,106 - $121,310	-2,739 Reduced 26.42%	7,628 $324,000
Q3 2024 Nov 13, 2024	BUY	$42.09 - $44.64 $43,142 - $45,756	1,025 Added 10.97%	10,367 $459,000
Q2 2024 Aug 09, 2024	BUY	$41.57 - $42.82 $45,643 - $47,016	1,098 Added 13.32%	9,342 $397,000
Q1 2024 May 08, 2024	SELL	$42.24 - $43.27 $15,333 - $15,707	-363 Reduced 4.22%	8,244 $353,000
Q4 2023 Feb 07, 2024	SELL	$39.96 - $43.44 $83,236 - $90,485	-2,083 Reduced 19.49%	8,607 $372,000
Q3 2023 Nov 07, 2023	SELL	$40.85 - $42.74 $49,142 - $51,416	-1,203 Reduced 10.12%	10,690 $436,000
Q2 2023 Aug 11, 2023	BUY	$42.34 - $43.55 $38,741 - $39,848	915 Added 8.33%	11,893 $506,000
Q1 2023 Apr 28, 2023	SELL	$41.9 - $43.76 $88,534 - $92,464	-2,113 Reduced 16.14%	10,978 $474,000
Q4 2022 Feb 13, 2023	BUY	$40.69 - $43.22 $66,487 - $70,621	1,634 Added 14.26%	13,091 $552,000
Q3 2022 Nov 01, 2022	SELL	$41.53 - $45.11 $1,121 - $1,217	-27 Reduced 0.24%	11,457 $479,000
Q2 2022 Aug 02, 2022	SELL	$42.91 - $46.25 $38,919 - $41,948	-907 Reduced 7.32%	11,484 $505,000
Q1 2022 Apr 27, 2022	BUY	$45.92 - $49.05 $245,534 - $262,270	5,347 Added 75.91%	12,391 $577,000
Q4 2021 Jan 24, 2022	BUY	$49.01 - $49.77 $78,759 - $79,980	1,607 Added 29.56%	7,044 $348,000
Q3 2021 Oct 21, 2021	BUY	$49.57 - $50.25 $269,512 - $273,209	5,437 New	5,437 $270,000

Others Institutions Holding EUSB

# of Institutions

183

Shares Held

13M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

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Avantax Advisory Services, Inc. Ishares Tr Esg Advanced Total Transaction History