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 15,846 shares of IYE stock, worth $714,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,846
Previous 22,823 30.57%
Holding current value
$714,020
Previous $1.1 Million 32.97%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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