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 31,438 shares of SUSC stock, worth $711,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,438
Previous 24,114 30.37%
Holding current value
$711,441
Previous $561,000 28.7%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$21.4 - $23.06 $3,145 - $3,389
-147 Reduced 1.58%
9,172 $204,000
Q3 2022

Nov 01, 2022

BUY
N/A
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
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