Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

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 193,490 shares of IDV stock, worth $6.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
193,490
Previous 185,619 4.24%
Holding current value
$6.55 Million
Previous $5.08 Million 18.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 16, 2025
BUY
$27.0 - $31.7 $212,517 - $249,510
7,871 Added 4.24%
193,490 $6.04 Million
Q4 2024

Mar 17, 2025
BUY
$27.03 - $29.92 $2.15 Million - $2.38 Million
79,513 Added 74.94%
185,619 $5.08 Million
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

# of Institutions
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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