Wealth Enhancement Advisory Services, LLC Ishares Core Total Usd Bond Ma Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 212,164 shares of IUSB stock, worth $9.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

212,164

Previous 108,198 96.09%

Holding current value

$9.76 Million

Previous $4.89 Million 96.09%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$45.07 - $47.1 $4.69 Million - $4.9 Million	103,966 Added 96.09%	212,164 $9.59 Million
Q3 2024 Oct 23, 2024	SELL	$44.83 - $47.42 $373,120 - $394,676	-8,323 Reduced 7.14%	108,198 $5.1 Million
Q2 2024 Jul 16, 2024	SELL	$44.3 - $45.58 $148,183 - $152,465	-3,345 Reduced 2.79%	116,521 $5.27 Million
Q1 2024 Apr 15, 2024	SELL	$45.02 - $46.27 $1.35 Million - $1.39 Million	-30,090 Reduced 20.07%	119,866 $5.46 Million
Q4 2023 Jan 30, 2024	BUY	$42.6 - $46.25 $566,622 - $615,171	13,301 Added 9.73%	149,956 $6.91 Million
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $5.96 Million - $6.24 Million	136,655 New	136,655 $5.97 Million
Q2 2022 Jul 18, 2022	SELL	$45.73 - $49.5 $218,086 - $236,065	-4,769 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$49.13 - $52.58 $499,848 - $534,948	-10,174 Reduced 68.09%	4,769 $236,000
Q4 2021 Feb 08, 2022	BUY	$52.59 - $53.43 $442,124 - $449,186	8,407 Added 128.63%	14,943 $772,000
Q3 2021 Nov 03, 2021	BUY	$53.21 - $53.97 $319 - $323	6 Added 0.09%	6,536 $347,000
Q2 2021 Aug 10, 2021	BUY	$52.74 - $53.49 $12,974 - $13,158	246 Added 3.91%	6,530 $351,000
Q1 2021 May 12, 2021	BUY	$52.55 - $54.49 $330,224 - $342,415	6,284 New	6,284 $333,000

Others Institutions Holding IUSB

# of Institutions

774

Shares Held

701M

Call Options Held

Put Options Held

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Wealth Enhancement Advisory Services, LLC Ishares Core Total Usd Bond Ma Transaction History