Wealth Enhancement Advisory Services, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 139,417 shares of ESML stock, worth $5.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

139,417

Previous 125,911 10.73%

Holding current value

$5.42 Million

Previous $5.29 Million 10.73%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$41.09 - $45.94 $554,961 - $620,465	13,506 Added 10.73%	139,417 $5.86 Million
Q4 2024 Jan 10, 2025	SELL	$41.09 - $45.94 $8,012 - $8,958	-195 Reduced 0.15%	125,911 $5.29 Million
Q3 2024 Oct 23, 2024	BUY	$38.03 - $42.06 $510,096 - $564,150	13,413 Added 11.9%	126,106 $5.27 Million
Q2 2024 Jul 16, 2024	BUY	$36.99 - $39.96 $76,384 - $82,517	2,065 Added 1.87%	112,693 $4.34 Million
Q1 2024 Apr 15, 2024	BUY	$36.33 - $40.27 $157,090 - $174,127	4,324 Added 4.07%	110,628 $4.45 Million
Q4 2023 Jan 30, 2024	BUY	$30.96 - $38.59 $1.13 Million - $1.41 Million	36,597 Added 52.5%	106,304 $4.04 Million
Q3 2023 Nov 13, 2023	BUY	$33.21 - $37.37 $1.48 Million - $1.66 Million	44,444 Added 175.93%	69,707 $2.35 Million
Q2 2023 Jul 21, 2023	SELL	$32.46 - $35.52 $4,187 - $4,582	-129 Reduced 0.51%	25,263 $897,000
Q1 2023 Apr 25, 2023	BUY	$32.27 - $37.51 $307,500 - $357,432	9,529 Added 60.07%	25,392 $863,000
Q4 2022 Feb 01, 2023	BUY	$31.03 - $35.26 $64,945 - $73,799	2,093 Added 15.2%	15,863 $521,000
Q3 2022 Oct 17, 2022	BUY	$30.47 - $36.87 $133,641 - $161,711	4,386 Added 46.74%	13,770 $433,000
Q2 2022 Jul 18, 2022	BUY	$30.34 - $38.42 $284,710 - $360,533	9,384 New	9,384 $305,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Wealth Enhancement Advisory Services, LLC Ishares Esg Aware Msci Usa Sma Transaction History