Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 174,864 shares of IBTK stock, worth $3.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
174,864
Previous 121,819 43.54%
Holding current value
$3.48 Million
Previous $2.34 Million 47.07%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$19.0 - $19.66 $1.01 Million - $1.04 Million
53,045 Added 43.54%
174,864 $3.44 Million
Q4 2024

Mar 17, 2025
BUY
$19.11 - $20.04 $2.33 Million - $2.44 Million
121,819 New
121,819 $2.34 Million

Others Institutions Holding IBTK

# of Institutions
122
Shares Held
15.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2030 TER

IBTK Quotes by TradingView
  • Ticker IBTK
  • Sector Technology
More about IBTK
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email