Wealth Enhancement Advisory Services, LLC Ishares Morningstar Value ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 120,910 shares of ILCV stock, worth $9.74 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

120,910

Previous 89,641 34.88%

Holding current value

$9.74 Million

Previous $7.26 Million 34.88%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$80.23 - $85.43 $2.51 Million - $2.67 Million	31,269 Added 34.88%	120,910 $9.79 Million
Q4 2024 Jan 10, 2025	BUY	$80.23 - $85.43 $80 - $85	1 Added 0.0%	89,641 $7.26 Million
Q3 2024 Oct 23, 2024	SELL	$75.47 - $82.2 $370,708 - $403,766	-4,912 Reduced 5.2%	89,640 $7.37 Million
Q2 2024 Jul 16, 2024	SELL	$73.1 - $77.24 $142,691 - $150,772	-1,952 Reduced 2.02%	94,552 $7.22 Million
Q1 2024 Apr 15, 2024	SELL	$69.61 - $76.86 $212,658 - $234,807	-3,055 Reduced 3.07%	96,504 $7.42 Million
Q4 2023 Jan 30, 2024	BUY	$61.65 - $70.82 $71,637 - $82,292	1,162 Added 1.18%	99,559 $7.03 Million
Q3 2023 Nov 13, 2023	BUY	$64.75 - $69.1 $6.37 Million - $6.8 Million	98,397 New	98,397 $6.37 Million

Others Institutions Holding ILCV

# of Institutions

157

Shares Held

8.99M

Call Options Held

117K

Put Options Held

View Full List

About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Morningstar Value ETF Transaction History