Wealth Enhancement Advisory Services, LLC Ishares Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,945 shares of EPP stock, worth $272,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,945

Previous 8,426 29.44%

Holding current value

$272,102

Previous $369,000 29.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$43.24 - $46.56 $107,278 - $115,515	-2,481 Reduced 29.44%	5,945 $262,000
Q4 2024 Mar 17, 2025	SELL	$43.59 - $49.13 $93,674 - $105,580	-2,149 Reduced 20.32%	8,426 $369,000
Q4 2024 Jan 10, 2025	BUY	$43.59 - $49.13 $203,783 - $229,682	4,675 Added 79.24%	10,575 $463,000
Q3 2024 Oct 23, 2024	BUY	$41.3 - $48.84 $2,106 - $2,490	51 Added 0.87%	5,900 $288,000
Q2 2024 Jul 16, 2024	SELL	$40.54 - $45.26 $7,135 - $7,965	-176 Reduced 2.92%	5,849 $251,000
Q1 2024 Apr 15, 2024	BUY	$40.47 - $43.52 $44,719 - $48,089	1,105 Added 22.46%	6,025 $257,000
Q4 2023 Jan 30, 2024	SELL	$38.16 - $43.56 $65,177 - $74,400	-1,708 Reduced 25.77%	4,920 $213,000
Q3 2023 Nov 13, 2023	BUY	$39.31 - $43.94 $260,546 - $291,234	6,628 New	6,628 $263,000

Others Institutions Holding EPP

# of Institutions

201

Shares Held

31.3M

Call Options Held

2.5K

Put Options Held

4.1K

View Full List

About ISHARES INC

Ticker EPP
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Inc Transaction History