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 952,662 shares of SHV stock, worth $105 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

952,662

Previous 754,534 26.26%

Holding current value

$105 Million

Previous $83.1 Million 26.73%

% of portfolio

0.28%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

710

Shares Held

94.4M

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