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 $417,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,095
Previous 1,635 89.3%
Holding current value
$417,175
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

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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.