Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 10,824 shares of IYF stock, worth $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,824
Previous 16,127 32.88%
Holding current value
$1.35 Million
Previous $1.8 Million 27.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 10, 2025
SELL
$99.23 - $120.99 $526,216 - $641,609
-5,303 Reduced 32.88%
10,824 $1.31 Million
Q1 2025

Apr 16, 2025
SELL
$107.69 - $119.37 $303,362 - $336,265
-2,817 Reduced 14.87%
16,127 $1.8 Million
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
508
Shares Held
19.8M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

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