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

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

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 95,692 shares of SUSA stock, worth $10.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

95,692

Previous 101,212 5.45%

Holding current value

$10.4 Million

Previous $12.3 Million 11.24%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$113.22 - $126.36 $624,974 - $697,507	-5,520 Reduced 5.45%	95,692 $10.9 Million
Q4 2024 Mar 17, 2025	BUY	$118.0 - $127.04 $299,484 - $322,427	2,538 Added 2.57%	101,212 $12.3 Million
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

523

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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