Wealth Enhancement Advisory Services, LLC Ishares Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,133 shares of IYE stock, worth $980,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,133

Previous 15,547 29.5%

Holding current value

$980,477

Previous $708,000 29.52%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$43.93 - $51.37 $201,462 - $235,582	4,586 Added 29.5%	20,133 $917,000
Q4 2024 Jan 10, 2025	SELL	$43.93 - $51.37 $13,135 - $15,359	-299 Reduced 1.89%	15,547 $708,000
Q3 2024 Oct 23, 2024	SELL	$44.44 - $49.18 $310,057 - $343,128	-6,977 Reduced 30.57%	15,846 $734,000
Q2 2024 Jul 16, 2024	BUY	$46.21 - $51.17 $84,055 - $93,078	1,819 Added 8.66%	22,823 $1.1 Million
Q1 2024 Apr 15, 2024	SELL	$41.9 - $49.4 $63,143 - $74,445	-1,507 Reduced 6.69%	21,004 $1.04 Million
Q4 2023 Jan 30, 2024	SELL	$42.54 - $48.28 $62,533 - $70,971	-1,470 Reduced 6.13%	22,511 $993,000
Q3 2023 Nov 13, 2023	BUY	$41.76 - $48.97 $1 Million - $1.17 Million	23,981 New	23,981 $1.14 Million

Others Institutions Holding IYE

# of Institutions

344

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History