Wealth Enhancement Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 153,795 shares of IWM stock, worth $33.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

153,795

Previous 150,131 2.44%

Holding current value

$33.3 Million

Previous $33.2 Million 2.47%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$216.13 - $242.4 $791,900 - $888,153	3,664 Added 2.44%	153,795 $34 Million
Q3 2024 Oct 23, 2024	BUY	$200.87 - $224.6 $4.03 Million - $4.51 Million	20,068 Added 15.43%	150,131 $33.2 Million
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $4.27 Million - $4.64 Million	22,159 Added 20.54%	130,063 $26.4 Million
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $3.33 Million - $3.7 Million	17,581 Added 19.46%	107,904 $22.7 Million
Q4 2023 Jan 30, 2024	SELL	$162.21 - $204.82 $1.02 Million - $1.29 Million	-6,284 Reduced 6.5%	90,323 $18.1 Million
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $14.7 Million - $16.8 Million	84,467 Added 695.77%	96,607 $17.1 Million
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $1.33 Million - $1.47 Million	-7,813 Reduced 39.16%	12,140 $2.27 Million
Q1 2023 Apr 25, 2023	SELL	$170.25 - $198.32 $1.06 Million - $1.24 Million	-6,245 Reduced 23.84%	19,953 $3.56 Million
Q4 2022 Feb 01, 2023	BUY	$166.81 - $188.05 $124,607 - $140,473	747 Added 2.94%	26,198 $4.57 Million
Q3 2022 Oct 17, 2022	BUY	$164.17 - $201.07 $1.55 Million - $1.9 Million	9,441 Added 58.97%	25,451 $4.29 Million
Q2 2022 Jul 18, 2022	BUY	$163.9 - $207.91 $766,232 - $971,979	4,675 Added 41.24%	16,010 $2.81 Million
Q1 2022 Apr 18, 2022	BUY	$191.52 - $225.32 $428,813 - $504,491	2,239 Added 24.62%	11,335 $2.36 Million
Q4 2021 Feb 08, 2022	SELL	$212.12 - $242.56 $341,088 - $390,036	-1,608 Reduced 15.02%	9,096 $1.81 Million
Q3 2021 Nov 03, 2021	SELL	$211.73 - $231.39 $1.52 Million - $1.66 Million	-7,169 Reduced 40.11%	10,704 $2.44 Million
Q2 2021 Aug 10, 2021	BUY	$211.85 - $232.89 $1.06 Million - $1.16 Million	4,992 Added 38.75%	17,873 $3.89 Million
Q1 2021 May 12, 2021	BUY	$193.5 - $234.42 $160,024 - $193,865	827 Added 6.86%	12,881 $2.89 Million
Q4 2020 Feb 10, 2021	BUY	$152.18 - $199.14 $15,674 - $20,511	103 Added 0.86%	12,054 $2.54 Million
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $181,347 - $206,631	1,304 Added 12.25%	11,951 $1.96 Million
Q2 2020 Oct 13, 2020	BUY	$104.62 - $153.09 $1.11 Million - $1.63 Million	10,647 New	10,647 $1.58 Million
Q2 2020 Aug 10, 2020	SELL	$104.62 - $153.09 $1.63 Million - $2.39 Million	-15,614 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$99.9 - $169.53 $1.09 Million - $1.85 Million	10,925 Added 232.99%	15,614 $2.02 Million
Q4 2019 Feb 05, 2020	BUY	$146.46 - $166.68 $2,050 - $2,333	14 Added 0.3%	4,689 $777,000
Q3 2019 Nov 06, 2019	SELL	$144.85 - $157.9 $4,780 - $5,210	-33 Reduced 0.7%	4,675 $702,000
Q2 2019 Aug 02, 2019	BUY	$145.86 - $160.71 $686,708 - $756,622	4,708 New	4,708 $735,000

Others Institutions Holding IWM

# of Institutions

2,669

Shares Held

305M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Russell 2000 ETF Transaction History