Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 107,813 shares of IBDS stock, worth $2.61 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

107,813

Previous 42,653 152.77%

Holding current value

$2.61 Million

Previous $1.02 Million 152.99%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$23.88 - $24.32 $1.56 Million - $1.58 Million	65,160 Added 152.77%	107,813 $2.58 Million
Q3 2024 Oct 23, 2024	BUY	$23.63 - $24.42 $40,738 - $42,100	1,724 Added 4.21%	42,653 $1.04 Million
Q2 2024 Jul 16, 2024	BUY	$23.48 - $23.77 $40,925 - $41,431	1,743 Added 4.45%	40,929 $971,000
Q1 2024 Apr 15, 2024	SELL	$23.67 - $24.03 $207,443 - $210,598	-8,764 Reduced 18.28%	39,186 $932,000
Q4 2023 Jan 30, 2024	BUY	$22.84 - $23.94 $576,892 - $604,676	25,258 Added 111.31%	47,950 $1.15 Million
Q3 2023 Nov 13, 2023	BUY	$23.07 - $23.6 $523,504 - $535,531	22,692 New	22,692 $525,000

Others Institutions Holding IBDS

# of Institutions

380

Shares Held

97.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History