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 89,640 shares of ILCV stock, worth $7.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
89,640
Previous 94,552 5.2%
Holding current value
$7.27 Million
Previous $7.22 Million 2.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

About ISHARES MORNINGSTAR VALUE ETF


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