Avantax Planning Partners, Inc. Ishares Trust Ishares Esg Awar Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,257 shares of ESGU stock, worth $331,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,257
Previous 2,500 9.72%
Holding current value
$331,530
Previous $338,000 2.96%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$134.94 - $145.86 $32,790 - $35,443
-243 Reduced 9.72%
2,257 $328,000
Q4 2024

Feb 07, 2025
BUY
$124.61 - $133.96 $124 - $133
1 Added 0.04%
2,500 $322,000
Q3 2024

Nov 13, 2024
SELL
$113.45 - $126.18 $5,445 - $6,056
-48 Reduced 1.88%
2,499 $315,000
Q2 2024

Aug 09, 2024
SELL
$108.69 - $119.84 $4,782 - $5,272
-44 Reduced 1.7%
2,547 $303,000
Q1 2024

May 02, 2024
BUY
$102.91 - $114.96 $266,639 - $297,861
2,591 New
2,591 $297,000

Others Institutions Holding ESGU

# of Institutions
899
Shares Held
95.8M
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
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