Wealth Enhancement Advisory Services, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 149,645 shares of ESML stock, worth $6.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
149,645
Previous 129,135 15.88%
Holding current value
$6.63 Million
Previous $5.82 Million 13.88%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$43.95 - $46.24 $901,414 - $948,382
20,510 Added 15.88%
149,645 $6.63 Million
Q3 2025

Oct 29, 2025
BUY
$41.34 - $45.65 $174,289 - $192,460
4,216 Added 3.37%
129,135 $5.82 Million
Q2 2025

Jul 10, 2025
SELL
$33.46 - $41.33 $16,663 - $20,582
-498 Reduced 0.4%
124,919 $5.16 Million
Q1 2025

Apr 16, 2025
SELL
$37.84 - $44.02 $529,760 - $616,280
-14,000 Reduced 10.04%
125,417 $4.82 Million
Q4 2024

Mar 17, 2025
BUY
$41.09 - $45.94 $554,961 - $620,465
13,506 Added 10.73%
139,417 $5.86 Million
Q4 2024

Jan 10, 2025
SELL
$41.09 - $45.94 $8,012 - $8,958
-195 Reduced 0.15%
125,911 $5.29 Million
Q3 2024

Oct 23, 2024
BUY
$38.03 - $42.06 $510,096 - $564,150
13,413 Added 11.9%
126,106 $5.27 Million
Q2 2024

Jul 16, 2024
BUY
$36.99 - $39.96 $76,384 - $82,517
2,065 Added 1.87%
112,693 $4.34 Million
Q1 2024

Apr 15, 2024
BUY
$36.33 - $40.27 $157,090 - $174,127
4,324 Added 4.07%
110,628 $4.45 Million
Q4 2023

Jan 30, 2024
BUY
$30.96 - $38.59 $1.13 Million - $1.41 Million
36,597 Added 52.5%
106,304 $4.04 Million
Q3 2023

Nov 13, 2023
BUY
$33.21 - $37.37 $1.48 Million - $1.66 Million
44,444 Added 175.93%
69,707 $2.35 Million
Q2 2023

Jul 21, 2023
SELL
$32.46 - $35.52 $4,187 - $4,582
-129 Reduced 0.51%
25,263 $897,000
Q1 2023

Apr 25, 2023
BUY
$32.27 - $37.51 $307,500 - $357,432
9,529 Added 60.07%
25,392 $863,000
Q4 2022

Feb 01, 2023
BUY
$31.03 - $35.26 $64,945 - $73,799
2,093 Added 15.2%
15,863 $521,000
Q3 2022

Oct 17, 2022
BUY
$30.47 - $36.87 $133,641 - $161,711
4,386 Added 46.74%
13,770 $433,000
Q2 2022

Jul 18, 2022
BUY
$30.34 - $38.42 $284,710 - $360,533
9,384 New
9,384 $305,000

Others Institutions Holding ESML

# of Institutions
448
Shares Held
32.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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