A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,262 shares of SUSC stock, worth $936,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,262
Previous 36,838 9.29%
Holding current value
$936,494
Previous $836,000 14.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$22.51 - $23.92 $77,074 - $81,902
3,424 Added 9.29%
40,262 $957,000
Q2 2024

Aug 09, 2024

BUY
$22.25 - $22.94 $120,150 - $123,876
5,400 Added 17.18%
36,838 $836,000
Q1 2024

May 08, 2024

BUY
$22.66 - $23.29 $165,961 - $170,575
7,324 Added 30.37%
31,438 $722,000
Q4 2023

Feb 07, 2024

BUY
$21.11 - $23.38 $46,188 - $51,155
2,188 Added 9.98%
24,114 $561,000
Q3 2023

Nov 07, 2023

SELL
$21.72 - $22.83 $20,525 - $21,574
-945 Reduced 4.13%
21,926 $477,000
Q2 2023

Aug 11, 2023

BUY
$22.41 - $23.18 $106,178 - $109,826
4,738 Added 26.13%
22,871 $520,000
Q1 2023

Apr 28, 2023

BUY
$22.22 - $23.44 $199,113 - $210,045
8,961 Added 97.7%
18,133 $417,000
Q4 2022

Feb 13, 2023

SELL
$21.15 - $23.06 $3,109 - $3,389
-147 Reduced 1.58%
9,172 $204,000
Q3 2022

Nov 01, 2022

BUY
$21.64 - $23.92 $201,663 - $222,910
9,319 New
9,319 $203,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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.