Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

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 1,882,848 shares of IEFA stock, worth $144 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,882,848

Previous 1,871,371 0.61%

Holding current value

$144 Million

Previous $146 Million 9.4%

% of portfolio

0.29%

Previous 0.33%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$70.06 - $77.43 $804,078 - $888,664	11,477 Added 0.61%	1,882,848 $132 Million
Q3 2024 Oct 23, 2024	SELL	$70.09 - $78.74 $3.15 Million - $3.54 Million	-44,905 Reduced 2.34%	1,871,371 $146 Million
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $39.5 Million - $42.5 Million	557,652 Added 41.05%	1,916,276 $139 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $2.61 Million - $2.85 Million	38,283 Added 2.9%	1,358,624 $101 Million
Q4 2023 Jan 30, 2024	SELL	$61.3 - $70.47 $4.85 Million - $5.58 Million	-79,177 Reduced 5.66%	1,320,341 $92.9 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $76.8 Million - $83.4 Million	1,198,681 Added 596.84%	1,399,518 $90.1 Million
Q2 2023 Jul 21, 2023	SELL	$66.03 - $69.1 $67.3 Million - $70.4 Million	-1,019,465 Reduced 83.54%	200,837 $13.6 Million
Q1 2023 Apr 25, 2023	SELL	$62.17 - $67.7 $1.48 Million - $1.61 Million	-23,781 Reduced 1.91%	1,220,302 $81.6 Million
Q4 2022 Feb 01, 2023	BUY	$52.35 - $63.65 $5.7 Million - $6.94 Million	108,969 Added 9.6%	1,244,083 $76.7 Million
Q3 2022 Oct 17, 2022	BUY	$52.32 - $63.1 $11.4 Million - $13.8 Million	218,582 Added 23.85%	1,135,114 $60.7 Million
Q2 2022 Jul 18, 2022	BUY	$57.91 - $70.46 $12.6 Million - $15.3 Million	217,451 Added 31.11%	916,532 $53.9 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $2.89 Million - $3.45 Million	45,663 Added 6.99%	699,081 $49.2 Million
Q4 2021 Feb 08, 2022	BUY	$72.36 - $77.76 $7.61 Million - $8.18 Million	105,162 Added 19.18%	653,418 $46.9 Million
Q3 2021 Nov 03, 2021	BUY	$72.98 - $78.2 $5.87 Million - $6.29 Million	80,417 Added 17.19%	548,256 $41.9 Million
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $3.88 Million - $4.13 Million	53,043 Added 12.79%	467,839 $35 Million
Q1 2021 May 12, 2021	BUY	$68.58 - $73.12 $7.95 Million - $8.48 Million	115,921 Added 38.79%	414,796 $30.4 Million
Q4 2020 Feb 10, 2021	BUY	$58.13 - $69.71 $2.82 Million - $3.38 Million	48,526 Added 19.38%	298,875 $21 Million
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $699,956 - $759,068	12,188 Added 5.12%	250,349 $15.6 Million
Q2 2020 Oct 13, 2020	BUY	$47.43 - $60.75 $11.3 Million - $14.5 Million	238,161 New	238,161 $14.3 Million
Q2 2020 Aug 10, 2020	SELL	$47.43 - $60.75 $9.36 Million - $12 Million	-197,309 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$43.31 - $66.12 $4.6 Million - $7.02 Million	106,245 Added 116.67%	197,309 $10.4 Million
Q4 2019 Feb 05, 2020	BUY	$59.36 - $65.51 $1.73 Million - $1.91 Million	29,206 Added 47.21%	91,064 $5.94 Million
Q3 2019 Nov 06, 2019	BUY	$57.44 - $62.42 $1.12 Million - $1.21 Million	19,448 Added 45.86%	61,858 $3.8 Million
Q2 2019 Aug 02, 2019	BUY	$59.39 - $62.73 $1.16 Million - $1.22 Million	19,496 Added 85.08%	42,410 $2.6 Million
Q1 2019 Apr 30, 2019	BUY	$54.44 - $61.46 $813,496 - $918,396	14,943 Added 187.47%	22,914 $1.43 Million
Q4 2018 Feb 04, 2019	BUY	$53.06 - $64.19 $131,907 - $159,576	2,486 Added 45.32%	7,971 $463,000
Q3 2018 Nov 02, 2018	BUY	$61.82 - $65.16 $70,474 - $74,282	1,140 Added 26.24%	5,485 $317,000
Q2 2018 Jul 30, 2018	BUY	$62.74 - $67.79 $272,605 - $294,547	4,345 New	4,345 $279,000

Others Institutions Holding IEFA

# of Institutions

2,153

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History