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 1,517,183 shares of SHV stock, worth $168 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,517,183

Previous 1,211,434 25.24%

Holding current value

$168 Million

Previous $133 Million 25.63%

% of portfolio

0.34%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$110.11 - $110.51 $33.7 Million - $33.8 Million	305,749 Added 25.24%	1,517,183 $168 Million
Q4 2024 Mar 17, 2025	BUY	$109.92 - $110.57 $13.1 Million - $13.1 Million	118,785 Added 10.87%	1,211,434 $133 Million
Q4 2024 Jan 10, 2025	BUY	$109.92 - $110.57 $251,277 - $252,763	2,286 Added 0.21%	1,092,649 $120 Million
Q3 2024 Oct 23, 2024	SELL	$110.05 - $110.63 $4.5 Million - $4.52 Million	-40,873 Reduced 3.61%	1,090,363 $121 Million
Q2 2024 Jul 16, 2024	BUY	$110.04 - $110.51 $19.7 Million - $19.7 Million	178,574 Added 18.74%	1,131,236 $125 Million
Q1 2024 Apr 15, 2024	BUY	$110.11 - $110.57 $21.8 Million - $21.9 Million	198,128 Added 26.26%	952,662 $105 Million
Q4 2023 Jan 30, 2024	BUY	$109.86 - $110.59 $16 Million - $16.1 Million	145,901 Added 23.97%	754,534 $83.1 Million
Q3 2023 Nov 13, 2023	BUY	$109.99 - $110.5 $34.5 Million - $34.7 Million	313,879 Added 106.49%	608,633 $67.2 Million
Q2 2023 Jul 21, 2023	BUY	$110.0 - $110.45 $30.8 Million - $30.9 Million	280,210 Added 1926.64%	294,754 $32.6 Million
Q1 2023 Apr 25, 2023	BUY	$109.94 - $110.5 $47,713 - $47,957	434 Added 3.08%	14,544 $1.61 Million
Q4 2022 Feb 01, 2023	BUY	$109.74 - $110.1 $4,499 - $4,514	41 Added 0.29%	14,110 $1.55 Million
Q3 2022 Oct 17, 2022	BUY	$109.92 - $110.13 $1.55 Million - $1.55 Million	14,069 New	14,069 $1.55 Million

Others Institutions Holding SHV

# of Institutions

788

Shares Held

99.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History