Avantax Advisory Services, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,683 shares of SUSA stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,683
Previous 11,393 2.55%
Holding current value
$1.47 Million
Previous $1.28 Million 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$108.44 - $120.37 $31,447 - $34,907
290 Added 2.55%
11,683 $1.41 Million
Q2 2024

Aug 09, 2024
SELL
$102.41 - $112.98 $31,951 - $35,249
-312 Reduced 2.67%
11,393 $1.28 Million
Q1 2024

May 08, 2024
SELL
$98.48 - $109.17 $4,825 - $5,349
-49 Reduced 0.42%
11,705 $1.28 Million
Q4 2023

Feb 07, 2024
SELL
$85.36 - $100.86 $93,298 - $110,239
-1,093 Reduced 8.51%
11,754 $1.18 Million
Q3 2023

Nov 07, 2023
BUY
$89.49 - $97.11 $84,657 - $91,866
946 Added 7.95%
12,847 $1.16 Million
Q2 2023

Aug 11, 2023
BUY
$85.65 - $93.64 $53,616 - $58,618
626 Added 5.55%
11,901 $1.11 Million
Q1 2023

Apr 28, 2023
BUY
$81.64 - $90.01 $4,898 - $5,400
60 Added 0.53%
11,275 $989,000
Q4 2022

Feb 13, 2023
SELL
$75.77 - $88.09 $85,468 - $99,365
-1,128 Reduced 9.14%
11,215 $923,000
Q3 2022

Nov 01, 2022
SELL
$75.91 - $92.66 $12,221 - $14,918
-161 Reduced 1.29%
12,343 $937,000
Q2 2022

Aug 02, 2022
BUY
$78.1 - $97.98 $47,641 - $59,767
610 Added 5.13%
12,504 $1.01 Million
Q1 2022

Apr 27, 2022
BUY
$89.45 - $106.35 $48,213 - $57,322
539 Added 4.75%
11,894 $1.15 Million
Q4 2021

Jan 24, 2022
BUY
$95.76 - $106.67 $96,047 - $106,990
1,003 Added 9.69%
11,355 $1.21 Million
Q3 2021

Oct 21, 2021
BUY
$94.69 - $101.93 $39,012 - $41,995
412 Added 4.14%
10,352 $991,000
Q2 2021

Jul 29, 2021
BUY
$88.83 - $95.54 $116,189 - $124,966
1,308 Added 15.15%
9,940 $950,000
Q1 2021

May 13, 2021
BUY
$81.34 - $87.82 $24,808 - $26,785
305 Added 3.66%
8,632 $758,000
Q4 2020

Jan 22, 2021
BUY
$72.19 - $82.34 $124,599 - $142,118
1,726 Added 26.15%
8,327 $686,000
Q3 2020

Oct 14, 2020
BUY
$67.13 - $78.5 $217,836 - $254,732
3,245 Added 96.69%
6,601 $970,000
Q2 2020

Aug 06, 2020
BUY
$52.49 - $69.03 $6,718 - $8,835
128 Added 3.97%
3,356 $448,000
Q1 2020

Apr 30, 2020
SELL
$47.53 - $70.87 $1,901 - $2,834
-40 Reduced 1.22%
3,228 $355,000
Q4 2019

Feb 14, 2020
BUY
$59.6 - $67.25 $32,958 - $37,189
553 Added 20.37%
3,268 $440,000
Q3 2019

Nov 08, 2019
BUY
$61.15 - $62.5 $733 - $750
12 Added 0.44%
2,715 $335,000
Q2 2019

Aug 06, 2019
SELL
N/A
-53 Reduced 1.92%
2,703 $329,000
Q1 2019

May 13, 2019
BUY
N/A
2,756 New
2,756 $326,000

Others Institutions Holding SUSA

# of Institutions
502
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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