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

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

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 8,180 shares of SUSL stock, worth $968,184. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,180
Previous 7,911 3.4%
Holding current value
$968,184
Previous $757,000 17.04%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$86.12 - $108.35 $23,166 - $29,146
269 Added 3.4%
8,180 $886,000
Q4 2024

Feb 07, 2025
SELL
$100.38 - $107.86 $7,428 - $7,981
-74 Reduced 0.93%
7,911 $815,000
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

# of Institutions
183
Shares Held
8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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