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 126,106 shares of ESML stock, worth $5.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
126,106
Previous 112,693 11.9%
Holding current value
$5.59 Million
Previous $4.34 Million 21.55%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.