Wealth Enhancement Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 339,227 shares of IWB stock, worth $105 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

339,227

Previous 310,883 9.12%

Holding current value

$105 Million

Previous $100 Million 9.12%

% of portfolio

0.22%

Previous 0.22%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$311.11 - $335.64 $8.82 Million - $9.51 Million	28,344 Added 9.12%	339,227 $109 Million
Q4 2024 Jan 10, 2025	BUY	$311.11 - $335.64 $1.07 Million - $1.16 Million	3,446 Added 1.12%	310,883 $100 Million
Q3 2024 Oct 23, 2024	BUY	$283.28 - $314.39 $1.84 Million - $2.05 Million	6,505 Added 2.16%	307,437 $96.7 Million
Q2 2024 Jul 16, 2024	SELL	$272.21 - $298.72 $308,686 - $338,748	-1,134 Reduced 0.38%	300,932 $89.5 Million
Q1 2024 Apr 15, 2024	SELL	$257.46 - $288.1 $1.77 Million - $1.98 Million	-6,882 Reduced 2.23%	302,066 $87 Million
Q4 2023 Jan 30, 2024	BUY	$225.16 - $263.17 $949,950 - $1.11 Million	4,219 Added 1.38%	308,948 $81 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $20.7 Million - $22.3 Million	88,373 Added 40.85%	304,729 $71.6 Million
Q2 2023 Jul 21, 2023	SELL	$221.85 - $243.74 $8.77 Million - $9.64 Million	-39,536 Reduced 15.45%	216,356 $52.7 Million
Q1 2023 Apr 25, 2023	BUY	$208.78 - $230.55 $4.82 Million - $5.32 Million	23,089 Added 9.92%	255,892 $57.6 Million
Q4 2022 Feb 01, 2023	SELL	$196.94 - $224.49 $870,277 - $992,021	-4,419 Reduced 1.86%	232,803 $49 Million
Q3 2022 Oct 17, 2022	BUY	$197.33 - $237.63 $24.3 Million - $29.2 Million	122,915 Added 107.53%	237,222 $47.6 Million
Q2 2022 Jul 18, 2022	BUY	$201.03 - $253.2 $10.2 Million - $12.8 Million	50,523 Added 79.21%	114,307 $24.5 Million
Q1 2022 Apr 18, 2022	BUY	$230.48 - $266.11 $13.1 Million - $15.2 Million	57,052 Added 847.47%	63,784 $16.1 Million
Q4 2021 Feb 08, 2022	BUY	$241.33 - $266.02 $1.05 Million - $1.15 Million	4,339 Added 181.32%	6,732 $1.67 Million
Q3 2021 Nov 03, 2021	SELL	$239.32 - $255.42 $5,504 - $5,874	-23 Reduced 0.95%	2,393 $615,000
Q2 2021 Aug 10, 2021	SELL	$226.48 - $242.11 $16,533 - $17,674	-73 Reduced 2.93%	2,416 $591,000
Q1 2021 May 12, 2021	SELL	$208.89 - $225.24 $4,386 - $4,730	-21 Reduced 0.84%	2,489 $571,000
Q4 2020 Feb 10, 2021	BUY	$182.85 - $211.84 $112,818 - $130,705	617 Added 32.59%	2,510 $536,000
Q3 2020 Nov 12, 2020	SELL	$172.79 - $199.44 $2,246 - $2,592	-13 Reduced 0.68%	1,893 $374,000
Q2 2020 Oct 13, 2020	SELL	$135.3 - $179.75 $323,908 - $430,321	-2,394 Reduced 55.67%	1,906 $347,000
Q2 2020 Aug 10, 2020	BUY	$135.3 - $179.75 $323,908 - $430,321	2,394 Added 125.6%	4,300 $249,000
Q1 2020 May 01, 2020	BUY	$122.99 - $188.06 $7,502 - $11,471	61 Added 3.31%	1,906 $300,000
Q1 2019 Apr 30, 2019	BUY	N/A	1,845 New	1,845 $301,000

Others Institutions Holding IWB

# of Institutions

1,473

Shares Held

98.2M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History