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

Wealth Enhancement Advisory Services, LLC

  • $40.3 Billion
  • Q2 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 211,358 shares of SUSL stock, worth $20.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
211,358
Previous 213,872 1.18%
Holding current value
$20.5 Million
Previous $20.1 Million 2.6%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$63.9 - $70.88 $90,929 - $100,862
-1,423 Reduced 2.33%
59,651 $3.96 Million
Q3 2022

Oct 17, 2022
BUY
$63.6 - $74.65 $733,753 - $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
154
Shares Held
9.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

SUSL Quotes by TradingView
  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
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