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 3,622 shares of IYM stock, worth $498,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,622

Previous 3,095 17.03%

Holding current value

$498,749

Previous $402,000 21.39%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$128.53 - $142.03 $67,735 - $74,849	527 Added 17.03%	3,622 $488,000
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

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History