Avantax Advisory Services, Inc. Ishares Trust Ishares Esg Awar Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,048 shares of ESGD stock, worth $667,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,048

Previous 5,188 55.13%

Holding current value

$667,501

Previous $436,000 40.37%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$75.65 - $83.47 $216,359 - $238,724	2,860 Added 55.13%	8,048 $612,000
Q3 2024 Nov 13, 2024	BUY	$75.63 - $84.89 $28,890 - $32,427	382 Added 7.95%	5,188 $436,000
Q2 2024 Aug 09, 2024	BUY	$76.22 - $82.36 $37,805 - $40,850	496 Added 11.51%	4,806 $378,000
Q1 2024 May 08, 2024	SELL	$73.39 - $80.18 $15,925 - $17,399	-217 Reduced 4.79%	4,310 $344,000
Q4 2023 Feb 07, 2024	SELL	$65.9 - $75.7 $150,713 - $173,125	-2,287 Reduced 33.56%	4,527 $341,000
Q3 2023 Nov 07, 2023	SELL	$68.87 - $74.82 $99,654 - $108,264	-1,447 Reduced 17.52%	6,814 $471,000
Q2 2023 Aug 11, 2023	SELL	$70.97 - $74.19 $81,331 - $85,021	-1,146 Reduced 12.18%	8,261 $602,000
Q1 2023 Apr 28, 2023	BUY	$66.27 - $72.39 $114,514 - $125,089	1,728 Added 22.5%	9,407 $675,000
Q4 2022 Feb 13, 2023	BUY	$55.83 - $67.96 $20,601 - $25,077	369 Added 5.05%	7,679 $504,000
Q3 2022 Nov 01, 2022	SELL	$55.75 - $67.2 $16,446 - $19,824	-295 Reduced 3.88%	7,310 $410,000
Q2 2022 Aug 02, 2022	SELL	$61.64 - $74.67 $63,674 - $77,134	-1,033 Reduced 11.96%	7,605 $477,000
Q1 2022 Apr 27, 2022	BUY	$67.21 - $80.45 $90,666 - $108,527	1,349 Added 18.51%	8,638 $636,000
Q4 2021 Jan 24, 2022	BUY	$76.64 - $82.32 $274,294 - $294,623	3,579 Added 96.47%	7,289 $579,000
Q3 2021 Oct 21, 2021	BUY	$77.09 - $82.48 $286,003 - $306,000	3,710 New	3,710 $291,000

Others Institutions Holding ESGD

# of Institutions

663

Shares Held

95.8M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Ishares Trust Ishares Esg Awar Transaction History