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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 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 37,445 shares of IWV stock, worth $14.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,445
Previous 35,964 4.12%
Holding current value
$14.2 Million
Previous $11.4 Million 15.65%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$281.67 - $351.0 $417,153 - $519,831
1,481 Added 4.12%
37,445 $13.1 Million
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
931
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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