Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,186 shares of ISCV stock, worth $605,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,186
Previous 9,854 6.78%
Holding current value
$605,816
Previous $604,000 1.32%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$61.33 - $67.87 $40,968 - $45,337
-668 Reduced 6.78%
9,186 $612,000
Q2 2025

Jul 10, 2025
BUY
$51.37 - $61.54 $308 - $369
6 Added 0.06%
9,854 $604,000
Q1 2025

Apr 16, 2025
BUY
$58.11 - $66.0 $4,823 - $5,478
83 Added 0.85%
9,848 $583,000
Q4 2024

Mar 17, 2025
BUY
$62.21 - $69.5 $47,590 - $53,167
765 Added 8.5%
9,765 $619,000
Q3 2024

Oct 23, 2024
SELL
$57.26 - $64.12 $25,595 - $28,661
-447 Reduced 4.73%
9,000 $571,000
Q2 2024

Jul 16, 2024
BUY
$56.09 - $60.92 $10,825 - $11,757
193 Added 2.09%
9,447 $547,000
Q1 2024

Apr 15, 2024
BUY
$55.84 - $61.2 $7,817 - $8,568
140 Added 1.54%
9,254 $566,000
Q4 2023

Jan 30, 2024
BUY
$47.77 - $59.95 $64,680 - $81,172
1,354 Added 17.45%
9,114 $539,000
Q3 2023

Nov 13, 2023
BUY
$51.03 - $57.84 $395,992 - $448,838
7,760 New
7,760 $401,000

Others Institutions Holding ISCV

# of Institutions
132
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email