Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,854 shares of ISCV stock, worth $618,732. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,854

Previous 9,848 0.06%

Holding current value

$618,732

Previous $583,000 3.6%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$51.37 - $61.54 $308 - $369	6 Added 0.06%	9,854 $604,000
Q1 2025 Apr 16, 2025	BUY	$58.11 - $66.0 $4,823 - $5,478	83 Added 0.85%	9,848 $583,000
Q4 2024 Mar 17, 2025	BUY	$62.21 - $69.5 $47,590 - $53,167	765 Added 8.5%	9,765 $619,000
Q3 2024 Oct 23, 2024	SELL	$57.26 - $64.12 $25,595 - $28,661	-447 Reduced 4.73%	9,000 $571,000
Q2 2024 Jul 16, 2024	BUY	$56.09 - $60.92 $10,825 - $11,757	193 Added 2.09%	9,447 $547,000
Q1 2024 Apr 15, 2024	BUY	$55.84 - $61.2 $7,817 - $8,568	140 Added 1.54%	9,254 $566,000
Q4 2023 Jan 30, 2024	BUY	$47.77 - $59.95 $64,680 - $81,172	1,354 Added 17.45%	9,114 $539,000
Q3 2023 Nov 13, 2023	BUY	$51.03 - $57.84 $395,992 - $448,838	7,760 New	7,760 $401,000

Others Institutions Holding ISCV

# of Institutions

125

Shares Held

3.61M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCV
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Morningstar Small Cap Transaction History