ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,775 Value ($000) $1,641 Avg Close — Range —
Q3 2025
Shares 12,240 Value ($000) $1,660 Avg Close — Range —
Q2 2025
Shares 12,240 Value ($000) $1,551 Avg Close — Range —
Q1 2025
Shares 12,240 Value ($000) $1,406 Avg Close — Range —
Q4 2024
Shares 12,240 Value ($000) $1,488 Avg Close — Range —
Q3 2024
Shares 12,240 Value ($000) $1,473 Avg Close — Range —
Q2 2024
Shares 12,240 Value ($000) $1,375 Avg Close — Range —
Q1 2024
Shares 12,240 Value ($000) $1,336 Avg Close — Range —
Q4 2023
Shares 12,240 Value ($000) $1,230 Avg Close — Range —
Q3 2023
Shares 12,240 Value ($000) $1,101 Avg Close — Range —
Q2 2023
Shares 12,240 Value ($000) $1,146 Avg Close — Range —
Q1 2023
Shares 12,240 Value ($000) $1,074 Avg Close — Range —
Q4 2022
Shares 12,465 Value ($000) $1,026 Avg Close — Range —
Q3 2022
Shares 12,865 Value ($000) $977 Avg Close — Range —
Q2 2022
Shares 12,865 Value ($000) $1,038 Avg Close — Range —
Q1 2022
Shares 12,887 Value ($000) $1,248 Avg Close — Range —
Q4 2021
Shares 13,008 Value ($000) $1,382 Avg Close — Range —
Q3 2021
Shares 13,200 Value ($000) $1,267 Avg Close — Range —
Q2 2021
Shares 13,200 Value ($000) $1,261 Avg Close — Range —
Q1 2021
Shares 13,200 Value ($000) $1,159 Avg Close — Range —
Q4 2020
Shares 13,200 Value ($000) $1,087 Avg Close — Range —
Q3 2020
Shares 6,600 Value ($000) $971 Avg Close — Range —
Q2 2020
Shares 6,600 Value ($000) $883 Avg Close — Range —
Q1 2020
Shares 6,600 Value ($000) $724 Avg Close — Range —
Q4 2019
Shares 6,600 Value ($000) $885 Avg Close — Range —
Q3 2019
Shares 6,600 Value ($000) $816 Avg Close — Range —
Q2 2019
Shares 6,600 Value ($000) $812 Avg Close — Range —
Q1 2019
Shares 6,600 Value ($000) $780 Avg Close — Range —
Q4 2018
Shares 6,600 Value ($000) $681 Avg Close — Range —
Q3 2018
Shares 6,600 Value ($000) $788 Avg Close — Range —
Q2 2018
Shares 6,600 Value ($000) $745 Avg Close — Range —
Q1 2018
Shares 6,600 Value ($000) $732 Avg Close — Range —
Q4 2017
Shares 6,600 Value ($000) $733 Avg Close — Range —
Q3 2017
Shares 6,600 Value ($000) $690 Avg Close — Range —
Q2 2017
Shares 6,600 Value ($000) $675 Avg Close — Range —
Q1 2017
Shares 6,600 Value ($000) $648 Avg Close — Range —
Q4 2016
Shares 6,600 Value ($000) $607 Avg Close — Range —