Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 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 1,211,434 shares of SHV stock, worth $134 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,211,434

Previous 1,092,649 10.87%

Holding current value

$134 Million

Previous $120 Million 10.87%

% of portfolio

0.27%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

780

Shares Held

95.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History