AVANTAX PLANNING PARTNERS, INC. – iShares MSCI USA ESG Select ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$977,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -61K | $75.91 | 12.86K | |
| Q2 2022 | share | Decrease | -0.17% | -22 shares | -210K | $80.69 | 12.86K |
| Q1 2022 | share | Decrease | -0.93% | -121 shares | -134K | $96.84 | 12.88K |
| Q4 2021 | share | Decrease | -1.45% | -192 shares | 115K | $106.41 | 13.00K |
| Q3 2021 | share | 0.00% | 0 shares | 6K | $95.95 | 13.2K | |
| Q2 2021 | share | 0.00% | 0 shares | 102K | $95.24 | 13.2K | |
| Q1 2021 | share | 0.00% | 0 shares | 72K | $87.37 | 13.2K | |
| Q4 2020 | share | Increase | 0.00% | 13.2K shares | 1.08M | $81.68 | 13.2K |
| Q4 2018 | share | 0.00% | 0 shares | -107K | $49.59 | 13.2K | |
| Q3 2018 | share | 0.00% | 0 shares | 43K | $57.11 | 13.2K | |
| Q2 2018 | share | 0.00% | 0 shares | 13K | $53.77 | 13.2K | |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $52.6 | 13.2K | |
| Q4 2017 | share | 0.00% | 0 shares | 43K | $52.56 | 13.2K | |
| Q3 2017 | share | 0.00% | 0 shares | 15K | $49.25 | 13.2K | |
| Q2 2017 | share | 0.00% | 0 shares | 27K | $0 | 13.2K | |
| Q1 2017 | share | 0.00% | 0 shares | 41K | $0 | 13.2K | |
| Q4 2016 | share | Increase | 0.00% | 13.2K shares | 607K | $0 | 13.2K |