Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 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 1,090,363 shares of SHV stock, worth $120 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,090,363

Previous 1,131,236 3.61%

Holding current value

$120 Million

Previous $125 Million 3.5%

% of portfolio

0.27%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History