Wealth Enhancement Advisory Services, LLC Ishares Trust Ishares Msci Glo Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 103,043 shares of SDG stock, worth $7.82 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

103,043

Previous 107,050 3.74%

Holding current value

$7.82 Million

Previous $7.66 Million 3.75%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$71.56 - $85.77 $286,740 - $343,680	-4,007 Reduced 3.74%	103,043 $7.37 Million
Q4 2024 Jan 10, 2025	BUY	$71.56 - $85.77 $374,974 - $449,434	5,240 Added 5.15%	107,050 $7.66 Million
Q3 2024 Oct 23, 2024	SELL	$74.95 - $85.33 $230,396 - $262,304	-3,074 Reduced 2.93%	101,810 $8.63 Million
Q2 2024 Jul 16, 2024	BUY	$74.48 - $81.76 $72,766 - $79,879	977 Added 0.94%	104,884 $7.87 Million
Q1 2024 Apr 15, 2024	BUY	$75.05 - $80.02 $867,052 - $924,471	11,553 Added 12.51%	103,907 $8.18 Million
Q4 2023 Jan 30, 2024	SELL	$70.72 - $81.11 $424,673 - $487,065	-6,005 Reduced 6.11%	92,354 $7.49 Million
Q3 2023 Nov 13, 2023	BUY	$73.96 - $82.95 $4.1 Million - $4.6 Million	55,447 Added 129.21%	98,359 $7.33 Million
Q2 2023 Jul 21, 2023	BUY	$76.79 - $81.48 $320,444 - $340,016	4,173 Added 10.77%	42,912 $3.39 Million
Q1 2023 Apr 25, 2023	BUY	$75.46 - $83.68 $756,712 - $839,143	10,028 Added 34.93%	38,739 $3.07 Million
Q4 2022 Feb 01, 2023	BUY	$69.82 - $81.82 $69,610 - $81,574	997 Added 3.6%	28,711 $2.27 Million
Q3 2022 Oct 17, 2022	BUY	$70.77 - $83.78 $426,318 - $504,690	6,024 Added 27.77%	27,714 $1.95 Million
Q2 2022 Jul 18, 2022	BUY	$77.15 - $86.93 $721,892 - $813,404	9,357 Added 75.87%	21,690 $1.75 Million
Q1 2022 Apr 18, 2022	BUY	$82.15 - $90.96 $1.01 Million - $1.12 Million	12,333 New	12,333 $1.07 Million

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.29M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
Sector ETFs
Industry ETFs

More about SDG

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Ishares Trust Ishares Msci Glo Transaction History