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

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

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 39,300 shares of ESGU stock, worth $5.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,300
Previous 40,023 1.81%
Holding current value
$5.77 Million
Previous $4.88 Million 8.98%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$108.06 - $135.3 $78,127 - $97,821
-723 Reduced 1.81%
39,300 $5.32 Million
Q1 2025

May 06, 2025
SELL
$120.24 - $134.3 $1.67 Million - $1.86 Million
-13,856 Reduced 25.72%
40,023 $4.88 Million
Q4 2024

Feb 07, 2025
SELL
$124.61 - $133.96 $452,583 - $486,542
-3,632 Reduced 6.32%
53,879 $6.94 Million
Q3 2024

Nov 13, 2024
SELL
$113.45 - $126.18 $134,551 - $149,649
-1,186 Reduced 2.02%
57,511 $7.26 Million
Q2 2024

Aug 09, 2024
SELL
$108.69 - $119.84 $1.82 Million - $2.01 Million
-16,737 Reduced 22.19%
58,697 $7 Million
Q1 2024

May 08, 2024
SELL
$102.91 - $114.96 $3.47 Million - $3.87 Million
-33,703 Reduced 30.88%
75,434 $8.67 Million
Q4 2023

Feb 07, 2024
BUY
$89.99 - $105.25 $256,471 - $299,962
2,850 Added 2.68%
109,137 $11.5 Million
Q3 2023

Nov 07, 2023
SELL
$93.48 - $100.86 $2.48 Million - $2.68 Million
-26,537 Reduced 19.98%
106,287 $9.98 Million
Q2 2023

Aug 11, 2023
SELL
$88.97 - $97.46 $5.52 Million - $6.04 Million
-62,002 Reduced 31.82%
132,824 $12.9 Million
Q1 2023

Apr 28, 2023
SELL
$84.05 - $92.64 $6.13 Million - $6.76 Million
-72,980 Reduced 27.25%
194,826 $17.6 Million
Q4 2022

Feb 13, 2023
BUY
$79.22 - $90.53 $1.93 Million - $2.21 Million
24,418 Added 10.03%
267,806 $22.7 Million
Q3 2022

Nov 01, 2022
BUY
$79.41 - $95.97 $3.58 Million - $4.33 Million
45,078 Added 22.73%
243,388 $19.3 Million
Q2 2022

Aug 02, 2022
BUY
$81.27 - $102.58 $2.31 Million - $2.91 Million
28,369 Added 16.69%
198,310 $16.6 Million
Q1 2022

Apr 27, 2022
BUY
$93.13 - $108.44 $3 Million - $3.49 Million
32,163 Added 23.34%
169,941 $17.2 Million
Q4 2021

Jan 24, 2022
BUY
$98.21 - $108.46 $1.99 Million - $2.2 Million
20,274 Added 17.25%
137,778 $14.9 Million
Q3 2021

Oct 21, 2021
BUY
$97.63 - $104.12 $3.43 Million - $3.65 Million
35,085 Added 42.57%
117,504 $11.6 Million
Q2 2021

Jul 29, 2021
BUY
$91.95 - $98.47 $1.43 Million - $1.53 Million
15,542 Added 23.24%
82,419 $8.11 Million
Q1 2021

May 13, 2021
BUY
$84.89 - $91.26 $2.81 Million - $3.02 Million
33,093 Added 97.95%
66,877 $6.08 Million
Q4 2020

Jan 22, 2021
SELL
$74.43 - $86.03 $173,868 - $200,966
-2,336 Reduced 6.47%
33,784 $2.92 Million
Q3 2020

Oct 14, 2020
BUY
$70.41 - $81.56 $2.34 Million - $2.71 Million
33,259 Added 1162.5%
36,120 $2.76 Million
Q2 2020

Aug 06, 2020
BUY
$55.08 - $72.67 $157,583 - $207,908
2,861 New
2,861 $201,000

Others Institutions Holding ESGU

# of Institutions
896
Shares Held
95.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email