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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

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 153,715 shares of SUSB stock, worth $3.84 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

153,715

Previous 114,165 34.64%

Holding current value

$3.84 Million

Previous $2.82 Million 34.66%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

338

Shares Held

31.1M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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