Avantax Planning Partners, Inc. Ishares Trust Ishares Esg Awar Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,172 shares of ESGD stock, worth $245,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,172

Previous 20,999 84.89%

Holding current value

$245,925

Previous $1.65 Million 83.92%

% of portfolio

0.01%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$75.63 - $84.89 $1.35 Million - $1.51 Million	-17,827 Reduced 84.89%	3,172 $266,000
Q2 2024 Aug 09, 2024	SELL	$76.22 - $82.36 $4,954 - $5,353	-65 Reduced 0.31%	20,999 $1.65 Million
Q1 2024 May 02, 2024	BUY	$73.39 - $80.18 $5,651 - $6,173	77 Added 0.37%	21,064 $1.68 Million
Q4 2023 Feb 09, 2024	SELL	$65.9 - $75.7 $43,889 - $50,416	-666 Reduced 3.08%	20,987 $1.59 Million
Q4 2022 Feb 09, 2023	BUY	$55.83 - $67.96 $236,440 - $287,810	4,235 Added 24.31%	21,653 $1.42 Million
Q3 2022 Oct 14, 2022	BUY	$55.75 - $67.2 $288,450 - $347,692	5,174 Added 42.26%	17,418 $978,000
Q2 2022 Jul 18, 2022	SELL	$61.64 - $74.67 $261,538 - $316,824	-4,243 Reduced 25.74%	12,244 $768,000
Q1 2022 May 09, 2022	BUY	$67.21 - $80.45 $1.11 Million - $1.33 Million	16,487 New	16,487 $1.22 Million

Others Institutions Holding ESGD

# of Institutions

634

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Avantax Planning Partners, Inc. Ishares Trust Ishares Esg Awar Transaction History