Wealth Enhancement Advisory Services, LLC Ishares Russell 3000 ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 35,964 shares of IWV stock, worth $12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,964
Previous 34,650 3.79%
Holding current value
$12 Million
Previous $11.6 Million 1.87%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 16, 2025
BUY
$313.1 - $349.83 $411,413 - $459,676
1,314 Added 3.79%
35,964 $11.4 Million
Q4 2024

Mar 17, 2025
BUY
$323.08 - $349.08 $607,713 - $656,619
1,881 Added 5.74%
34,650 $11.6 Million
Q4 2024

Jan 10, 2025
BUY
$323.08 - $349.08 $5.96 Million - $6.43 Million
18,434 Added 128.59%
32,769 $11 Million
Q3 2024

Oct 23, 2024
SELL
$294.75 - $326.73 $231,673 - $256,809
-786 Reduced 5.2%
14,335 $4.68 Million
Q2 2024

Jul 16, 2024
BUY
$283.16 - $309.9 $815,217 - $892,202
2,879 Added 23.52%
15,121 $4.67 Million
Q1 2024

Apr 15, 2024
BUY
$268.36 - $300.08 $71,920 - $80,421
268 Added 2.24%
12,242 $3.67 Million
Q4 2023

Jan 30, 2024
BUY
$234.36 - $274.87 $878,615 - $1.03 Million
3,749 Added 45.58%
11,974 $3.28 Million
Q3 2023

Nov 13, 2023
BUY
$243.9 - $263.56 $1.75 Million - $1.89 Million
7,162 Added 673.75%
8,225 $2.02 Million
Q2 2023

Jul 21, 2023
BUY
$231.57 - $254.48 $463 - $508
2 Added 0.19%
1,063 $270,000
Q1 2023

Apr 25, 2023
BUY
$218.83 - $242.18 $232,178 - $256,952
1,061 New
1,061 $249,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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