A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 106,106 shares of IDV stock, worth $3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106,106
Previous 113,105 6.19%
Holding current value
$3 Million
Previous $3.13 Million 2.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$27.62 - $30.64 $193,312 - $214,449
-6,999 Reduced 6.19%
106,106 $3.21 Million
Q2 2024

Jul 16, 2024

SELL
$26.94 - $30.1 $128,880 - $143,998
-4,784 Reduced 4.06%
113,105 $3.13 Million
Q1 2024

Apr 15, 2024

BUY
$26.95 - $28.13 $74,301 - $77,554
2,757 Added 2.39%
117,889 $3.31 Million
Q4 2023

Jan 30, 2024

SELL
$24.46 - $28.13 $89,719 - $103,180
-3,668 Reduced 3.09%
115,132 $3.22 Million
Q3 2023

Nov 13, 2023

BUY
$25.3 - $27.59 $2.78 Million - $3.03 Million
109,838 Added 1225.6%
118,800 $3.02 Million
Q2 2023

Jul 21, 2023

SELL
$25.86 - $28.52 $56,374 - $62,173
-2,180 Reduced 19.57%
8,962 $235,000
Q1 2023

Apr 25, 2023

BUY
$26.54 - $29.5 $295,708 - $328,689
11,142 New
11,142 $306,000
Q2 2022

Jul 18, 2022

SELL
$26.84 - $32.0 $349,107 - $416,224
-13,007 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$29.99 - $33.33 $390,079 - $433,523
13,007 New
13,007 $415,000

Others Institutions Holding IDV

About ISHARES TR


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