Wealth Enhancement Advisory Services, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 114,858 shares of SUSB stock, worth $2.88 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
114,858
Previous 153,715 25.28%
Holding current value
$2.88 Million
Previous $3.8 Million 24.39%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$24.6 - $24.99 $955,882 - $971,036
-38,857 Reduced 25.28%
114,858 $2.87 Million
Q4 2024

Mar 17, 2025
BUY
$24.61 - $25.12 $973,325 - $993,496
39,550 Added 34.64%
153,715 $3.8 Million
Q4 2024

Jan 10, 2025
BUY
$24.61 - $25.12 $1.51 Million - $1.54 Million
61,259 Added 115.79%
114,165 $2.82 Million
Q3 2024

Oct 23, 2024
SELL
$24.38 - $25.2 $201,451 - $208,227
-8,263 Reduced 13.51%
52,906 $1.33 Million
Q2 2024

Jul 16, 2024
BUY
$24.19 - $24.51 $266,573 - $270,100
11,020 Added 21.97%
61,169 $1.5 Million
Q1 2024

Apr 15, 2024
BUY
$24.32 - $24.57 $25,803 - $26,068
1,061 Added 2.16%
50,149 $1.23 Million
Q4 2023

Jan 30, 2024
BUY
$23.56 - $24.48 $183,367 - $190,527
7,783 Added 18.84%
49,088 $1.2 Million
Q3 2023

Nov 13, 2023
BUY
$23.72 - $24.02 $979,754 - $992,146
41,305 New
41,305 $981,000

Others Institutions Holding SUSB

# of Institutions
333
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email