Wealth Enhancement Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$40.3 Billion
Q2 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 130,063 shares of IWM stock, worth $29.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

130,063

Previous 107,904 20.54%

Holding current value

$29.3 Million

Previous $22.7 Million 16.29%

% of portfolio

0.07%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $4.27 Million - $4.64 Million	22,159 Added 20.54%	130,063 $26.4 Million
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $3.33 Million - $3.7 Million	17,581 Added 19.46%	107,904 $22.7 Million
Q4 2023 Jan 30, 2024	SELL	$162.21 - $204.82 $1.02 Million - $1.29 Million	-6,284 Reduced 6.5%	90,323 $18.1 Million
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $14.7 Million - $16.8 Million	84,467 Added 695.77%	96,607 $17.1 Million
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $1.33 Million - $1.47 Million	-7,813 Reduced 39.16%	12,140 $2.27 Million
Q1 2023 Apr 25, 2023	SELL	$170.25 - $198.32 $1.06 Million - $1.24 Million	-6,245 Reduced 23.84%	19,953 $3.56 Million
Q4 2022 Feb 01, 2023	BUY	$166.81 - $188.05 $124,607 - $140,473	747 Added 2.94%	26,198 $4.57 Million
Q3 2022 Oct 17, 2022	BUY	$164.17 - $201.07 $1.55 Million - $1.9 Million	9,441 Added 58.97%	25,451 $4.29 Million
Q2 2022 Jul 18, 2022	BUY	$163.9 - $207.91 $766,232 - $971,979	4,675 Added 41.24%	16,010 $2.81 Million
Q1 2022 Apr 18, 2022	BUY	$191.52 - $225.32 $428,813 - $504,491	2,239 Added 24.62%	11,335 $2.36 Million
Q4 2021 Feb 08, 2022	SELL	$212.12 - $242.56 $341,088 - $390,036	-1,608 Reduced 15.02%	9,096 $1.81 Million
Q3 2021 Nov 03, 2021	SELL	$211.73 - $231.39 $1.52 Million - $1.66 Million	-7,169 Reduced 40.11%	10,704 $2.44 Million
Q2 2021 Aug 10, 2021	BUY	$211.85 - $232.89 $1.06 Million - $1.16 Million	4,992 Added 38.75%	17,873 $3.89 Million
Q1 2021 May 12, 2021	BUY	$193.5 - $234.42 $160,024 - $193,865	827 Added 6.86%	12,881 $2.89 Million
Q4 2020 Feb 10, 2021	BUY	$152.18 - $199.14 $15,674 - $20,511	103 Added 0.86%	12,054 $2.54 Million
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $181,347 - $206,631	1,304 Added 12.25%	11,951 $1.96 Million
Q2 2020 Oct 13, 2020	BUY	$104.62 - $153.09 $1.11 Million - $1.63 Million	10,647 New	10,647 $1.58 Million
Q2 2020 Aug 10, 2020	SELL	$104.62 - $153.09 $1.63 Million - $2.39 Million	-15,614 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$99.9 - $169.53 $1.09 Million - $1.85 Million	10,925 Added 232.99%	15,614 $2.02 Million
Q4 2019 Feb 05, 2020	BUY	$146.46 - $166.68 $2,050 - $2,333	14 Added 0.3%	4,689 $777,000
Q3 2019 Nov 06, 2019	SELL	$144.85 - $157.9 $4,780 - $5,210	-33 Reduced 0.7%	4,675 $702,000
Q2 2019 Aug 02, 2019	BUY	$145.86 - $160.71 $686,708 - $756,622	4,708 New	4,708 $735,000

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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 Russell 2000 ETF Transaction History