A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,985 shares of SUSL stock, worth $839,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,985
Previous 8,461 5.63%
Holding current value
$839,303
Previous $824,000 1.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$91.41 - $101.59 $43,511 - $48,356
-476 Reduced 5.63%
7,985 $810,000
Q2 2024

Aug 09, 2024

BUY
$87.95 - $97.99 $18,733 - $20,871
213 Added 2.58%
8,461 $824,000
Q3 2023

Nov 07, 2023

BUY
$74.91 - $80.11 $617,857 - $660,747
8,248 New
8,248 $621,000
Q4 2022

Feb 13, 2023

BUY
$61.37 - $70.88 $229,094 - $264,595
3,733 New
3,733 $247,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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