Avantax Planning Partners, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 21,657 shares of SUSB stock, worth $536,443. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,657

Previous 20,851 3.87%

Holding current value

$536,443

Previous $510,000 6.67%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$24.38 - $25.2 $19,650 - $20,311	806 Added 3.87%	21,657 $544,000
Q2 2024 Aug 09, 2024	SELL	$24.19 - $24.51 $33,769 - $34,215	-1,396 Reduced 6.28%	20,851 $510,000
Q1 2024 May 02, 2024	BUY	$24.32 - $24.57 $18,458 - $18,648	759 Added 3.53%	22,247 $544,000
Q4 2023 Feb 09, 2024	SELL	$23.56 - $24.48 $1,272 - $1,321	-54 Reduced 0.25%	21,488 $526,000
Q3 2023 Nov 03, 2023	SELL	$23.72 - $24.02 $333,787 - $338,009	-14,072 Reduced 39.51%	21,542 $512,000
Q2 2023 Jul 17, 2023	SELL	$23.84 - $24.2 $298,262 - $302,766	-12,511 Reduced 26.0%	35,614 $851,000
Q1 2023 Apr 20, 2023	BUY	$23.63 - $24.19 $35,350 - $36,188	1,496 Added 3.21%	48,125 $1.16 Million
Q4 2022 Feb 09, 2023	BUY	$23.19 - $23.94 $216,269 - $223,264	9,326 Added 25.0%	46,629 $1.11 Million
Q3 2022 Oct 14, 2022	SELL	$23.37 - $24.43 $160,458 - $167,736	-6,866 Reduced 15.54%	37,303 $876,000
Q2 2022 Jul 18, 2022	BUY	$23.73 - $24.6 $12,719 - $13,185	536 Added 1.23%	44,169 $1.06 Million
Q1 2022 May 09, 2022	BUY	$24.54 - $25.63 $1.07 Million - $1.12 Million	43,633 New	43,633 $1.08 Million

Others Institutions Holding SUSB

# of Institutions

309

Shares Held

28M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History