Wealth Enhancement Advisory Services, LLC Ishares Barclays Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,620,106 shares of IEF stock, worth $155 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,620,106

Previous 1,606,373 0.85%

Holding current value

$155 Million

Previous $153 Million 1.28%

% of portfolio

0.28%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$93.15 - $96.56 $1.28 Million - $1.33 Million	13,733 Added 0.85%	1,620,106 $155 Million
Q1 2025 Apr 16, 2025	BUY	$91.17 - $95.39 $676,481 - $707,793	7,420 Added 0.46%	1,606,373 $153 Million
Q4 2024 Mar 17, 2025	SELL	$92.08 - $98.18 $232,133 - $247,511	-2,521 Reduced 0.16%	1,598,953 $148 Million
Q4 2024 Jan 10, 2025	BUY	$92.08 - $98.18 $12.8 Million - $13.6 Million	138,579 Added 9.47%	1,601,474 $148 Million
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $14 Million - $15 Million	151,093 Added 11.52%	1,462,895 $144 Million
Q2 2024 Jul 16, 2024	BUY	$91.24 - $94.6 $13.1 Million - $13.6 Million	143,586 Added 12.29%	1,311,802 $123 Million
Q1 2024 Apr 15, 2024	BUY	$93.54 - $96.82 $18.9 Million - $19.6 Million	202,039 Added 20.91%	1,168,216 $111 Million
Q4 2023 Jan 30, 2024	BUY	$88.95 - $97.0 $2.93 Million - $3.19 Million	32,935 Added 3.53%	966,177 $93.1 Million
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $84.7 Million - $90.1 Million	927,624 Added 16511.64%	933,242 $85.5 Million
Q2 2023 Jul 21, 2023	BUY	$96.39 - $100.48 $541,519 - $564,496	5,618 New	5,618 $542,000

Others Institutions Holding IEF

# of Institutions

1,155

Shares Held

305M

Call Options Held

6.96M

Put Options Held

4.1M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Barclays Transaction History