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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 31,013 shares of USXF stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,013

Previous 30,831 0.59%

Holding current value

$1.6 Million

Previous $1.44 Million 5.99%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$43.59 - $49.35 $7,933 - $8,981	182 Added 0.59%	31,013 $1.52 Million
Q2 2024 Aug 09, 2024	BUY	$41.56 - $47.79 $81,790 - $94,050	1,968 Added 6.82%	30,831 $1.44 Million
Q1 2024 May 08, 2024	BUY	$38.81 - $45.23 $212,407 - $247,543	5,473 Added 23.4%	28,863 $1.3 Million
Q4 2023 Feb 07, 2024	SELL	$33.24 - $39.9 $12,431 - $14,922	-374 Reduced 1.57%	23,390 $931,000
Q3 2023 Nov 07, 2023	BUY	$34.33 - $37.33 $34,467 - $37,479	1,004 Added 4.41%	23,764 $823,000
Q2 2023 Aug 11, 2023	SELL	$32.33 - $35.95 $7,241 - $8,052	-224 Reduced 0.97%	22,760 $818,000
Q1 2023 Apr 28, 2023	BUY	$30.39 - $33.7 $241,448 - $267,746	7,945 Added 52.83%	22,984 $760,000
Q4 2022 Feb 13, 2023	SELL	$27.72 - $32.46 $776 - $908	-28 Reduced 0.19%	15,039 $461,000
Q3 2022 Nov 01, 2022	SELL	$28.02 - $34.07 $14,682 - $17,852	-524 Reduced 3.36%	15,067 $422,000
Q2 2022 Aug 02, 2022	BUY	$28.63 - $36.15 $24,507 - $30,944	856 Added 5.81%	15,591 $466,000
Q1 2022 Apr 27, 2022	BUY	$32.88 - $39.25 $170,022 - $202,961	5,171 Added 54.07%	14,735 $524,000
Q4 2021 Jan 24, 2022	BUY	$35.87 - $39.84 $117,474 - $130,476	3,275 Added 52.08%	9,564 $377,000
Q3 2021 Oct 21, 2021	BUY	$35.77 - $38.35 $224,957 - $241,183	6,289 New	6,289 $227,000

Others Institutions Holding USXF

# of Institutions

233

Shares Held

18.6M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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