Avantax Planning Partners, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,240 shares of SUSA stock, worth $1.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,240

Previous 12,240 -0.0%

Holding current value

$1.66 Million

Previous $1.41 Million 10.31%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$81.64 - $90.01 $18,369 - $20,252	-225 Reduced 1.81%	12,240 $1.07 Million
Q4 2022 Feb 09, 2023	SELL	$75.77 - $88.09 $30,308 - $35,236	-400 Reduced 3.11%	12,465 $1.03 Million
Q2 2022 Jul 18, 2022	SELL	$78.1 - $97.98 $1,718 - $2,155	-22 Reduced 0.17%	12,865 $1.04 Million
Q1 2022 May 09, 2022	SELL	$89.45 - $106.35 $10,823 - $12,868	-121 Reduced 0.93%	12,887 $1.25 Million
Q4 2021 Jan 28, 2022	SELL	$95.76 - $106.67 $18,385 - $20,480	-192 Reduced 1.45%	13,008 $1.38 Million
Q4 2020 Feb 04, 2021	BUY	$72.19 - $82.34 $476,454 - $543,444	6,600 Added 100.0%	13,200 $1.09 Million
Q3 2017 Oct 19, 2017	BUY	N/A	6,600	6,600 $690,000

Others Institutions Holding SUSA

# of Institutions

547

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Avantax Planning Partners, Inc. Ishares Tr Msci Usa Esg Select Transaction History