Wealth Enhancement Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 186,775 shares of ILCB stock, worth $15.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
186,775
Previous 192,328 2.89%
Holding current value
$15.2 Million
Previous $14.5 Million 2.36%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$71.38 - $79.23 $396,373 - $439,964
-5,553 Reduced 2.89%
186,775 $14.8 Million
Q2 2024

Jul 16, 2024
SELL
$68.51 - $75.47 $1.38 Million - $1.52 Million
-20,187 Reduced 9.5%
192,328 $14.5 Million
Q1 2024

Apr 15, 2024
SELL
$64.54 - $72.47 $173,225 - $194,509
-2,684 Reduced 1.25%
212,515 $15.4 Million
Q4 2023

Jan 30, 2024
SELL
$56.59 - $65.96 $232,754 - $271,293
-4,113 Reduced 1.88%
215,199 $14.2 Million
Q3 2023

Nov 13, 2023
BUY
$58.68 - $63.17 $12.9 Million - $13.9 Million
219,312 New
219,312 $12.9 Million
Q2 2021

Aug 10, 2021
BUY
$56.68 - $60.74 $660,492 - $707,803
11,653 Added 299.95%
15,538 $953,000
Q2 2020

Oct 13, 2020
SELL
$35.01 - $45.88 $115 Million - $150 Million
-3,275,740 Reduced 99.88%
3,885 $722,000
Q2 2020

Aug 10, 2020
BUY
$35.01 - $45.88 $115 Million - $150 Million
3,275,740 Added 84317.63%
3,279,625 $169 Million
Q2 2019

Aug 02, 2019
BUY
N/A
3,885 New
3,885 $658,000

Others Institutions Holding ILCB

# of Institutions
178
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email