Wealth Enhancement Advisory Services, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 63,694 shares of ISTB stock, worth $3.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
63,694
Previous 60,541 5.21%
Holding current value
$3.07 Million
Previous $2.89 Million 6.4%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$47.59 - $48.35 $150,051 - $152,447
3,153 Added 5.21%
63,694 $3.08 Million
Q4 2024

Mar 17, 2025
BUY
$47.58 - $48.56 $862,102 - $879,858
18,119 Added 42.71%
60,541 $2.89 Million
Q4 2024

Jan 10, 2025
SELL
$47.58 - $48.56 $95 - $97
-2 Reduced -0.0%
42,422 $2.03 Million
Q3 2024

Oct 23, 2024
SELL
$47.18 - $48.74 $417,731 - $431,543
-8,854 Reduced 17.27%
42,424 $2.07 Million
Q2 2024

Jul 16, 2024
BUY
$46.84 - $47.46 $96,396 - $97,672
2,058 Added 4.18%
51,278 $2.43 Million
Q1 2024

Apr 15, 2024
BUY
$47.16 - $47.73 $407,933 - $412,864
8,650 Added 21.32%
49,220 $2.33 Million
Q4 2023

Jan 30, 2024
SELL
$46.0 - $47.56 $151,386 - $156,519
-3,291 Reduced 7.5%
40,570 $1.93 Million
Q3 2023

Nov 13, 2023
BUY
$46.26 - $46.9 $1.82 Million - $1.84 Million
39,292 Added 859.97%
43,861 $2.03 Million
Q2 2023

Jul 21, 2023
BUY
$46.63 - $47.38 $213,052 - $216,479
4,569 New
4,569 $213,000
Q4 2022

Feb 01, 2023
SELL
$45.61 - $46.84 $837,901 - $860,497
-18,371 Reduced 54.21%
15,520 $720,000
Q3 2022

Oct 17, 2022
SELL
$45.93 - $47.9 $12,492 - $13,028
-272 Reduced 0.8%
33,891 $1.56 Million
Q2 2022

Jul 18, 2022
SELL
$46.78 - $48.31 $22,267 - $22,995
-476 Reduced 1.37%
34,163 $1.62 Million
Q1 2022

Apr 18, 2022
SELL
$48.28 - $50.36 $88,883 - $92,712
-1,841 Reduced 5.05%
34,639 $1.67 Million
Q4 2021

Feb 08, 2022
BUY
$50.4 - $51.06 $85,176 - $86,291
1,690 Added 4.86%
36,480 $1.82 Million
Q3 2021

Nov 03, 2021
BUY
$51.04 - $51.35 $168,176 - $169,198
3,295 Added 10.46%
34,790 $1.77 Million
Q2 2021

Aug 10, 2021
BUY
$51.18 - $51.42 $98,163 - $98,623
1,918 Added 6.48%
31,495 $1.62 Million
Q1 2021

May 12, 2021
BUY
$51.2 - $51.67 $1.51 Million - $1.53 Million
29,577 New
29,577 $1.52 Million

Others Institutions Holding ISTB

# of Institutions
414
Shares Held
60.9M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
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