A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,371 shares of ICLN stock, worth $372,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,371
Previous 39,068 17.14%
Holding current value
$372,913
Previous $520,000 8.65%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$13.26 - $14.77 $88,802 - $98,914
-6,697 Reduced 17.14%
32,371 $475,000
Q2 2024

Jul 16, 2024

SELL
$13.02 - $15.08 $18,358 - $21,262
-1,410 Reduced 3.48%
39,068 $520,000
Q1 2024

Apr 15, 2024

BUY
$13.42 - $15.39 $22,371 - $25,655
1,667 Added 4.3%
40,478 $565,000
Q4 2023

Jan 30, 2024

SELL
$12.86 - $15.73 $117,964 - $144,291
-9,173 Reduced 19.12%
38,811 $604,000
Q3 2023

Nov 13, 2023

BUY
$14.59 - $19.04 $700,086 - $913,615
47,984 New
47,984 $701,000

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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.