Wealth Enhancement Advisory Services, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 84,038 shares of SUSA stock, worth $10.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
84,038
Previous 79,329 5.94%
Holding current value
$10.3 Million
Previous $8.91 Million 13.47%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$108.44 - $120.37 $510,643 - $566,822
4,709 Added 5.94%
84,038 $10.1 Million
Q2 2024

Jul 16, 2024
BUY
$102.41 - $112.98 $234,109 - $258,272
2,286 Added 2.97%
79,329 $8.91 Million
Q1 2024

Apr 15, 2024
SELL
$98.48 - $109.17 $136,493 - $151,309
-1,386 Reduced 1.77%
77,043 $8.41 Million
Q4 2023

Jan 30, 2024
BUY
$85.36 - $100.86 $1.66 Million - $1.96 Million
19,476 Added 33.04%
78,429 $7.88 Million
Q3 2023

Nov 13, 2023
BUY
$89.49 - $97.11 $3.81 Million - $4.14 Million
42,609 Added 260.7%
58,953 $5.3 Million
Q2 2023

Jul 21, 2023
BUY
$85.65 - $93.64 $38,799 - $42,418
453 Added 2.85%
16,344 $1.53 Million
Q1 2023

Apr 25, 2023
BUY
$81.64 - $90.01 $405,424 - $446,989
4,966 Added 45.46%
15,891 $1.39 Million
Q4 2022

Feb 01, 2023
BUY
$75.77 - $88.09 $98,652 - $114,693
1,302 Added 13.53%
10,925 $899,000
Q3 2022

Oct 17, 2022
BUY
$75.91 - $92.66 $223,858 - $273,254
2,949 Added 44.19%
9,623 $741,000
Q2 2022

Jul 18, 2022
BUY
$78.1 - $97.98 $346,764 - $435,031
4,440 Added 198.75%
6,674 $555,000
Q1 2022

Apr 18, 2022
BUY
$89.45 - $106.35 $199,831 - $237,585
2,234 New
2,234 $219,000

Others Institutions Holding SUSA

# of Institutions
503
Shares Held
18.9M
Call Options Held
100
Put Options Held
100
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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