Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 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 6,720 shares of IYG stock, worth $542,035. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,720
Previous 4,372 53.71%
Holding current value
$542,035
Previous $340,000 53.24%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$74.6 - $84.81 $175,160 - $199,133
2,348 Added 53.71%
6,720 $521,000
Q4 2024

Mar 17, 2025
BUY
$70.24 - $82.34 $60,757 - $71,224
865 Added 24.66%
4,372 $340,000
Q3 2024

Oct 23, 2024
BUY
$64.2 - $71.76 $13,674 - $15,284
213 Added 6.47%
3,507 $249,000
Q2 2024

Jul 16, 2024
BUY
$62.27 - $67.11 $205,117 - $221,060
3,294 New
3,294 $214,000
Q4 2023

Jan 30, 2024
BUY
$145.02 - $179.81 $178,809 - $221,705
1,233 New
1,233 $220,000

Others Institutions Holding IYG

# of Institutions
289
Shares Held
14.2M
Call Options Held
49K
Put Options Held
35.5K
View Full List

About ISHARES TR

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