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 8,461 shares of SUSL stock, worth $854,899. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,461
Previous 8,248 2.58%
Holding current value
$854,899
Previous $774,000 6.46%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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