Wealth Enhancement Advisory Services, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,619 shares of ESGE stock, worth $951,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,619

Previous 19,485 10.95%

Holding current value

$951,019

Previous $681,000 24.23%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$30.87 - $39.17 $65,876 - $83,588	2,134 Added 10.95%	21,619 $846,000
Q1 2025 Apr 16, 2025	SELL	$32.74 - $36.2 $12,408 - $13,719	-379 Reduced 1.91%	19,485 $681,000
Q4 2024 Mar 17, 2025	BUY	$33.39 - $37.66 $81,805 - $92,266	2,450 Added 14.07%	19,864 $663,000
Q4 2024 Jan 10, 2025	SELL	$33.39 - $37.66 $33 - $37	-1 Reduced 0.01%	17,414 $581,000
Q3 2024 Oct 23, 2024	SELL	$32.04 - $37.11 $31,271 - $36,219	-976 Reduced 5.31%	17,415 $634,000
Q2 2024 Jul 16, 2024	BUY	$31.14 - $34.36 $8,719 - $9,620	280 Added 1.55%	18,391 $616,000
Q1 2024 Apr 15, 2024	SELL	$29.99 - $32.59 $24,471 - $26,593	-816 Reduced 4.31%	18,111 $583,000
Q4 2023 Jan 30, 2024	BUY	$29.26 - $32.06 $128,773 - $141,096	4,401 Added 30.3%	18,927 $606,000
Q3 2023 Nov 13, 2023	BUY	$30.17 - $33.62 $438,249 - $488,364	14,526 New	14,526 $439,000
Q1 2022 Apr 18, 2022	SELL	$33.66 - $41.37 $265,240 - $325,995	-7,880 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$38.5 - $43.37 $25,833 - $29,101	671 Added 9.31%	7,880 $313,000
Q3 2021 Nov 03, 2021	BUY	$40.74 - $44.79 $24,403 - $26,829	599 Added 9.06%	7,209 $308,000
Q2 2021 Aug 10, 2021	BUY	$42.32 - $45.78 $31,528 - $34,106	745 Added 12.7%	6,610 $292,000
Q1 2021 May 12, 2021	BUY	$41.83 - $47.19 $245,332 - $276,769	5,865 New	5,865 $259,000

Others Institutions Holding ESGE

# of Institutions

611

Shares Held

104M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares, Inc. Ishares Esg Awar Transaction History