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 18,944 shares of IYF stock, worth $2.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,944

Previous 9,914 91.08%

Holding current value

$2.12 Million

Previous $1.1 Million 91.06%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$102.7 - $119.05 $927,381 - $1.08 Million	9,030 Added 91.08%	18,944 $2.09 Million
Q4 2024 Jan 10, 2025	SELL	$102.7 - $119.05 $20,642 - $23,929	-201 Reduced 1.99%	9,914 $1.1 Million
Q3 2024 Oct 23, 2024	BUY	$93.83 - $105.05 $23,551 - $26,367	251 Added 2.54%	10,115 $1.05 Million
Q2 2024 Jul 16, 2024	BUY	$89.39 - $96.85 $38,437 - $41,645	430 Added 4.56%	9,864 $932,000
Q1 2024 Apr 15, 2024	SELL	$83.91 - $95.65 $16,614 - $18,938	-198 Reduced 2.06%	9,434 $902,000
Q4 2023 Jan 30, 2024	SELL	$70.7 - $85.68 $37,471 - $45,410	-530 Reduced 5.22%	9,632 $822,000
Q3 2023 Nov 13, 2023	BUY	$73.99 - $79.98 $751,886 - $812,756	10,162 New	10,162 $759,000

Others Institutions Holding IYF

# of Institutions

461

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History