Wealth Enhancement Advisory Services, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 244,252 shares of ESGD stock, worth $20.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

244,252

Previous 232,258 5.16%

Holding current value

$20.4 Million

Previous $17.7 Million 5.16%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$75.65 - $83.47 $907,346 - $1 Million	11,994 Added 5.16%	244,252 $18.6 Million
Q4 2024 Jan 10, 2025	BUY	$75.65 - $83.47 $1.51 Million - $1.66 Million	19,910 Added 9.38%	232,258 $17.7 Million
Q3 2024 Oct 23, 2024	SELL	$75.63 - $84.89 $848,039 - $951,871	-11,213 Reduced 5.02%	212,348 $17.9 Million
Q2 2024 Jul 16, 2024	BUY	$76.22 - $82.36 $187,196 - $202,276	2,456 Added 1.11%	223,561 $17.6 Million
Q1 2024 Apr 15, 2024	BUY	$73.39 - $80.18 $654,785 - $715,365	8,922 Added 4.2%	221,105 $17.7 Million
Q4 2023 Jan 30, 2024	BUY	$65.9 - $75.7 $385,646 - $442,996	5,852 Added 2.84%	212,183 $16 Million
Q3 2023 Nov 13, 2023	BUY	$68.87 - $74.82 $8.82 Million - $9.58 Million	128,076 Added 163.66%	206,331 $14.3 Million
Q2 2023 Jul 21, 2023	BUY	$70.97 - $74.19 $540,294 - $564,808	7,613 Added 10.78%	78,255 $5.71 Million
Q1 2023 Apr 25, 2023	BUY	$66.27 - $72.39 $1.04 Million - $1.13 Million	15,621 Added 28.39%	70,642 $5.07 Million
Q4 2022 Feb 01, 2023	BUY	$55.83 - $67.96 $22,611 - $27,523	405 Added 0.74%	55,021 $3.62 Million
Q3 2022 Oct 17, 2022	BUY	$55.75 - $67.2 $682,157 - $822,259	12,236 Added 28.87%	54,616 $3.12 Million
Q2 2022 Jul 18, 2022	BUY	$61.64 - $74.67 $762,178 - $923,294	12,365 Added 41.2%	42,380 $2.66 Million
Q1 2022 Apr 18, 2022	BUY	$67.21 - $80.45 $1.38 Million - $1.66 Million	20,591 Added 218.5%	30,015 $2.24 Million
Q4 2021 Feb 08, 2022	BUY	$76.64 - $82.32 $22,532 - $24,202	294 Added 3.22%	9,424 $720,000
Q3 2021 Nov 03, 2021	BUY	$77.09 - $82.48 $75,933 - $81,242	985 Added 12.09%	9,130 $737,000
Q2 2021 Aug 10, 2021	BUY	$76.82 - $82.21 $56,846 - $60,835	740 Added 9.99%	8,145 $644,000
Q1 2021 May 12, 2021	BUY	$72.34 - $76.86 $157,339 - $167,170	2,175 Added 41.59%	7,405 $572,000
Q4 2020 Feb 10, 2021	SELL	$61.15 - $73.67 $1,467 - $1,768	-24 Reduced 0.46%	5,230 $389,000
Q3 2020 Nov 12, 2020	BUY	$60.95 - $65.87 $1,706 - $1,844	28 Added 0.54%	5,254 $346,000
Q2 2020 Oct 13, 2020	BUY	$50.54 - $64.22 $264,122 - $335,613	5,226 New	5,226 $334,000
Q2 2020 Aug 10, 2020	SELL	$50.54 - $64.22 $229,502 - $291,623	-4,541 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$46.16 - $69.62 $209,612 - $316,144	4,541 New	4,541 $253,000

Others Institutions Holding ESGD

# of Institutions

662

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Wealth Enhancement Advisory Services, LLC Ishares Trust Ishares Esg Awar Transaction History