Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 18,574 shares of XJH stock, worth $708,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,574

Previous 20,369 8.81%

Holding current value

$708,412

Previous $852,000 14.91%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$38.41 - $44.06 $68,945 - $79,087	-1,795 Reduced 8.81%	18,574 $725,000
Q4 2024 Mar 17, 2025	BUY	$41.64 - $45.75 $14,157 - $15,555	340 Added 1.7%	20,369 $852,000
Q3 2024 Oct 23, 2024	BUY	$38.71 - $42.43 $55,045 - $60,335	1,422 Added 7.64%	20,029 $847,000
Q2 2024 Jul 16, 2024	BUY	$37.95 - $41.03 $377,830 - $408,494	9,956 Added 115.08%	18,607 $736,000
Q1 2024 Apr 15, 2024	SELL	$36.5 - $41.08 $3,540 - $3,984	-97 Reduced 1.11%	8,651 $355,000
Q4 2023 Jan 30, 2024	BUY	$31.25 - $38.22 $3,875 - $4,739	124 Added 1.44%	8,748 $329,000
Q3 2023 Nov 13, 2023	BUY	$33.4 - $37.04 $288,041 - $319,432	8,624 New	8,624 $292,000

Others Institutions Holding XJH

# of Institutions

147

Shares Held

4.86M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P Mi Transaction History