Wealth Enhancement Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 537,790 shares of IVW stock, worth $55.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

537,790

Previous 540,980 0.59%

Holding current value

$55.3 Million

Previous $50.1 Million 2.86%

% of portfolio

0.12%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $270,416 - $309,844	-3,190 Reduced 0.59%	537,790 $51.5 Million
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $1.01 Million - $1.18 Million	12,689 Added 2.4%	540,980 $50.1 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $22,589 - $26,393	310 Added 0.06%	528,291 $44.6 Million
Q4 2023 Jan 30, 2024	SELL	$65.78 - $75.4 $1.05 Million - $1.21 Million	-16,029 Reduced 2.95%	527,981 $39.7 Million
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $34.2 Million - $36.5 Million	502,241 Added 1202.43%	544,010 $37.2 Million
Q2 2023 Jul 21, 2023	SELL	$63.21 - $70.48 $333,053 - $371,359	-5,269 Reduced 11.2%	41,769 $2.94 Million
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $1.28 Million - $1.43 Million	22,444 Added 91.26%	47,038 $3.01 Million
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $50,319 - $56,377	887 Added 3.74%	24,594 $1.44 Million
Q3 2022 Oct 17, 2022	BUY	$57.85 - $71.43 $12,264 - $15,143	212 Added 0.9%	23,707 $1.38 Million
Q2 2022 Jul 18, 2022	SELL	$58.13 - $77.8 $89,694 - $120,045	-1,543 Reduced 6.16%	23,495 $1.49 Million
Q1 2022 Apr 18, 2022	BUY	$68.33 - $84.32 $209,704 - $258,778	3,069 Added 13.97%	25,038 $1.95 Million
Q4 2021 Feb 08, 2022	BUY	$73.18 - $84.81 $57,080 - $66,151	780 Added 3.68%	21,969 $1.67 Million
Q3 2021 Nov 03, 2021	BUY	$72.99 - $79.0 $370,935 - $401,478	5,082 Added 31.55%	21,189 $1.67 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $110,548 - $122,029	1,676 Added 11.61%	16,107 $1.2 Million
Q1 2021 May 12, 2021	BUY	$61.43 - $67.25 $309,852 - $339,209	5,044 Added 53.73%	14,431 $972,000
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $411,164 - $467,162	7,320 Added 354.14%	9,387 $592,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $21,649 - $25,783	413 Added 24.97%	2,067 $505,000
Q2 2020 Oct 13, 2020	SELL	$39.5 - $52.48 $355,223 - $471,952	-8,993 Reduced 84.47%	1,654 $366,000
Q2 2020 Aug 10, 2020	BUY	$39.5 - $52.48 $360,279 - $478,670	9,121 Added 597.71%	10,647 $1.58 Million
Q1 2020 May 01, 2020	SELL	$36.14 - $52.65 $9,215 - $13,425	-255 Reduced 14.32%	1,526 $279,000
Q4 2019 Feb 05, 2020	BUY	$43.72 - $48.62 $77,865 - $86,592	1,781 New	1,781 $347,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History