Wealth Enhancement Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 179,461 shares of ILCB stock, worth $14.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

179,461

Previous 173,522 3.42%

Holding current value

$14.8 Million

Previous $14.1 Million 2.09%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$76.17 - $85.05 $452,373 - $505,111	5,939 Added 3.42%	179,461 $13.8 Million
Q4 2024 Mar 17, 2025	SELL	$78.43 - $84.56 $1.04 Million - $1.12 Million	-13,253 Reduced 7.1%	173,522 $14.1 Million
Q3 2024 Oct 23, 2024	SELL	$71.38 - $79.23 $396,373 - $439,964	-5,553 Reduced 2.89%	186,775 $14.8 Million
Q2 2024 Jul 16, 2024	SELL	$68.51 - $75.47 $1.38 Million - $1.52 Million	-20,187 Reduced 9.5%	192,328 $14.5 Million
Q1 2024 Apr 15, 2024	SELL	$64.54 - $72.47 $173,225 - $194,509	-2,684 Reduced 1.25%	212,515 $15.4 Million
Q4 2023 Jan 30, 2024	SELL	$56.59 - $65.96 $232,754 - $271,293	-4,113 Reduced 1.88%	215,199 $14.2 Million
Q3 2023 Nov 13, 2023	BUY	$58.68 - $63.17 $12.9 Million - $13.9 Million	219,312 New	219,312 $12.9 Million
Q2 2021 Aug 10, 2021	BUY	$56.68 - $60.74 $660,492 - $707,803	11,653 Added 299.95%	15,538 $953,000
Q2 2020 Oct 13, 2020	SELL	$35.01 - $45.88 $115 Million - $150 Million	-3,275,740 Reduced 99.88%	3,885 $722,000
Q2 2020 Aug 10, 2020	BUY	$35.01 - $45.88 $115 Million - $150 Million	3,275,740 Added 84317.63%	3,279,625 $169 Million
Q2 2019 Aug 02, 2019	BUY	N/A	3,885 New	3,885 $658,000

Others Institutions Holding ILCB

# of Institutions

187

Shares Held

5.01M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Wealth Enhancement Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History