Wealth Enhancement Advisory Services, LLC Ishares Tr Msci Usa Esg Select 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 Msci Usa Esg Select stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 98,674 shares of SUSA stock, worth $11.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

98,674

Previous 84,038 17.42%

Holding current value

$11.9 Million

Previous $10.1 Million 18.61%

% of portfolio

0.03%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$118.0 - $127.04 $1.73 Million - $1.86 Million	14,636 Added 17.42%	98,674 $12 Million
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

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

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 Tr Msci Usa Esg Select Transaction History