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 3,095 shares of IYM stock, worth $423,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,095
Previous 1,635 89.3%
Holding current value
$423,241
Previous $212,000 89.62%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
BUY
$129.15 - $153.25 $188,559 - $223,745
1,460 Added 89.3%
3,095 $402,000
Q4 2024

Jan 10, 2025
BUY
$129.15 - $153.25 $21,826 - $25,899
169 Added 11.53%
1,635 $212,000
Q3 2024

Oct 23, 2024
BUY
$136.13 - $151.64 $2,314 - $2,577
17 Added 1.17%
1,466 $220,000
Q2 2024

Jul 16, 2024
SELL
$140.01 - $149.03 $840 - $894
-6 Reduced 0.41%
1,449 $202,000
Q1 2024

Apr 15, 2024
BUY
$130.2 - $147.73 $260 - $295
2 Added 0.14%
1,455 $214,000
Q4 2023

Jan 30, 2024
BUY
$119.29 - $139.6 $173,328 - $202,838
1,453 New
1,453 $200,000

Others Institutions Holding IYM

# of Institutions
207
Shares Held
2.49M
Call Options Held
900
Put Options Held
200
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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