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 2,718 shares of IYJ stock, worth $324,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,718
Previous 2,648 2.64%
Holding current value
$324,148
Previous $302,000 12.91%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$111.23 - $125.71 $7,786 - $8,799
70 Added 2.64%
2,718 $341,000
Q4 2023

Jan 30, 2024

BUY
$95.31 - $114.66 $8,291 - $9,975
87 Added 3.4%
2,648 $302,000
Q3 2023

Nov 13, 2023

BUY
$100.31 - $109.74 $256,893 - $281,044
2,561 New
2,561 $258,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.