Wealth Enhancement Advisory Services, LLC Ishares U.S. Consumer Staples Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,843 shares of IYK stock, worth $700,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,843

Previous 6,319 55.77%

Holding current value

$700,723

Previous $414,000 70.05%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$63.29 - $71.8 $223,033 - $253,023	3,524 Added 55.77%	9,843 $704,000
Q4 2024 Mar 17, 2025	BUY	$65.32 - $70.92 $211,963 - $230,135	3,245 Added 105.56%	6,319 $414,000
Q3 2024 Oct 23, 2024	BUY	$65.27 - $72.12 $587 - $649	9 Added 0.29%	3,074 $216,000
Q2 2024 Jul 16, 2024	SELL	$64.04 - $68.25 $184,883 - $197,037	-2,887 Reduced 48.5%	3,065 $201,000
Q1 2024 Apr 15, 2024	BUY	$65.5 - $197.39 $258,790 - $779,887	3,951 Added 197.45%	5,952 $402,000
Q3 2023 Nov 13, 2023	BUY	$186.51 - $205.29 $373,206 - $410,785	2,001 New	2,001 $373,000

Others Institutions Holding IYK

# of Institutions

274

Shares Held

11.8M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares U.S. Consumer Staples Transaction History