A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 113,968 shares of IEI stock, worth $13.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
113,968
Previous 136,453 16.48%
Holding current value
$13.2 Million
Previous $15.8 Million 13.49%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$114.73 - $120.23 $2.58 Million - $2.7 Million
-22,485 Reduced 16.48%
113,968 $13.6 Million
Q2 2024

Jul 16, 2024

SELL
$113.43 - $115.88 $1.68 Million - $1.71 Million
-14,777 Reduced 9.77%
136,453 $15.8 Million
Q1 2024

Apr 15, 2024

SELL
$114.97 - $117.54 $4.12 Million - $4.21 Million
-35,831 Reduced 19.15%
151,230 $17.5 Million
Q4 2023

Jan 30, 2024

BUY
$111.61 - $117.37 $458,940 - $482,625
4,112 Added 2.25%
187,061 $21.9 Million
Q3 2023

Nov 13, 2023

BUY
$112.76 - $116.14 $20.6 Million - $21.2 Million
182,949 New
182,949 $20.7 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


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