Avantax Advisory Services, Inc. Ishares Esg Advanced Msci Usa Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 30,831 shares of USXF stock, worth $1.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,831
Previous 28,863 6.82%
Holding current value
$1.55 Million
Previous $1.3 Million 10.21%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$41.56 - $47.79 $81,790 - $94,050
1,968 Added 6.82%
30,831 $1.44 Million
Q1 2024

May 08, 2024
BUY
$38.81 - $45.23 $212,407 - $247,543
5,473 Added 23.4%
28,863 $1.3 Million
Q4 2023

Feb 07, 2024
SELL
$33.24 - $39.9 $12,431 - $14,922
-374 Reduced 1.57%
23,390 $931,000
Q3 2023

Nov 07, 2023
BUY
$34.33 - $37.33 $34,467 - $37,479
1,004 Added 4.41%
23,764 $823,000
Q2 2023

Aug 11, 2023
SELL
$32.33 - $35.95 $7,241 - $8,052
-224 Reduced 0.97%
22,760 $818,000
Q1 2023

Apr 28, 2023
BUY
$30.39 - $33.7 $241,448 - $267,746
7,945 Added 52.83%
22,984 $760,000
Q4 2022

Feb 13, 2023
SELL
$27.72 - $32.46 $776 - $908
-28 Reduced 0.19%
15,039 $461,000
Q3 2022

Nov 01, 2022
SELL
$28.02 - $34.07 $14,682 - $17,852
-524 Reduced 3.36%
15,067 $422,000
Q2 2022

Aug 02, 2022
BUY
$28.63 - $36.15 $24,507 - $30,944
856 Added 5.81%
15,591 $466,000
Q1 2022

Apr 27, 2022
BUY
$32.88 - $39.25 $170,022 - $202,961
5,171 Added 54.07%
14,735 $524,000
Q4 2021

Jan 24, 2022
BUY
$35.87 - $39.84 $117,474 - $130,476
3,275 Added 52.08%
9,564 $377,000
Q3 2021

Oct 21, 2021
BUY
$35.77 - $38.35 $224,957 - $241,183
6,289 New
6,289 $227,000

Others Institutions Holding USXF

# of Institutions
224
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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