Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 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 29,826 shares of IYR stock, worth $2.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,826
Previous 38,624 22.78%
Holding current value
$2.6 Million
Previous $3.53 Million 24.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 15, 2024
SELL
$85.32 - $92.22 $750,645 - $811,351
-8,798 Reduced 22.78%
29,826 $2.68 Million
Q4 2023

Jan 30, 2024
BUY
$73.28 - $92.46 $491,635 - $620,314
6,709 Added 21.02%
38,624 $3.53 Million
Q3 2023

Nov 13, 2023
BUY
$77.12 - $89.86 $2.46 Million - $2.87 Million
31,915 New
31,915 $2.49 Million
Q1 2023

Apr 25, 2023
SELL
$78.73 - $95.24 $305,708 - $369,816
-3,883 Reduced 15.27%
21,541 $1.83 Million
Q4 2022

Feb 01, 2023
SELL
$82.26 - $89.17 $127,996 - $138,748
-1,556 Reduced 5.77%
25,424 $2.14 Million
Q3 2022

Oct 17, 2022
BUY
N/A
12,867 Added 91.17%
26,980 $2.12 Million
Q2 2022

Jul 18, 2022
BUY
N/A
8,753 Added 163.3%
14,113 $1.31 Million
Q1 2022

Apr 18, 2022
BUY
N/A
1,702 Added 46.53%
5,360 $588,000
Q4 2021

Feb 08, 2022
BUY
N/A
1,100 Added 43.0%
3,658 $389,000
Q3 2021

Nov 03, 2021
BUY
N/A
2,558 New
2,558 $283,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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