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

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 231,279 shares of SUSL stock, worth $24.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

231,279

Previous 231,145 0.06%

Holding current value

$24.4 Million

Previous $23.5 Million 1.56%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$100.38 - $107.86 $13,450 - $14,453	134 Added 0.06%	231,279 $23.8 Million
Q3 2024 Oct 23, 2024	BUY	$91.41 - $101.59 $1.81 Million - $2.01 Million	19,787 Added 9.36%	231,145 $23.5 Million
Q2 2024 Jul 16, 2024	SELL	$87.95 - $97.99 $221,106 - $246,346	-2,514 Reduced 1.18%	211,358 $20.6 Million
Q1 2024 Apr 15, 2024	BUY	$82.96 - $93.97 $988,219 - $1.12 Million	11,912 Added 5.9%	213,872 $20.1 Million
Q4 2023 Jan 30, 2024	BUY	$72.21 - $84.55 $3.32 Million - $3.89 Million	46,003 Added 29.5%	201,960 $17 Million
Q3 2023 Nov 13, 2023	BUY	$74.91 - $80.11 $4.9 Million - $5.24 Million	65,403 Added 72.23%	155,957 $11.8 Million
Q2 2023 Jul 21, 2023	BUY	$70.03 - $77.42 $831,956 - $919,749	11,880 Added 15.1%	90,554 $7.01 Million
Q1 2023 Apr 25, 2023	BUY	$65.64 - $72.48 $1.25 Million - $1.38 Million	19,023 Added 31.89%	78,674 $5.61 Million
Q4 2022 Feb 01, 2023	SELL	$61.37 - $70.88 $87,329 - $100,862	-1,423 Reduced 2.33%	59,651 $3.96 Million
Q3 2022 Oct 17, 2022	BUY	$61.76 - $74.65 $712,525 - $861,237	11,537 Added 23.29%	61,074 $3.8 Million
Q2 2022 Jul 18, 2022	BUY	$64.17 - $80.06 $1.17 Million - $1.47 Million	18,300 Added 58.58%	49,537 $3.39 Million
Q1 2022 Apr 18, 2022	BUY	$72.8 - $84.71 $2.27 Million - $2.65 Million	31,237 New	31,237 $2.5 Million

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

8.08M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

Ticker SUSL
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Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Msci Usa Leader Transaction History