Wealth Enhancement Advisory Services, LLC Ishares U.S. Consumer Discreti Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,041 shares of IYC stock, worth $295,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,041

Previous 4,285 29.03%

Holding current value

$295,615

Previous $411,000 35.04%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$85.71 - $101.2 $106,623 - $125,892	-1,244 Reduced 29.03%	3,041 $267,000
Q4 2024 Mar 17, 2025	BUY	$85.96 - $101.28 $85,960 - $101,280	1,000 Added 30.44%	4,285 $411,000
Q3 2024 Oct 23, 2024	BUY	$76.12 - $88.31 $152 - $176	2 Added 0.06%	3,285 $288,000
Q2 2024 Jul 16, 2024	SELL	$76.27 - $81.91 $30,355 - $32,600	-398 Reduced 10.81%	3,283 $266,000
Q1 2024 Apr 15, 2024	BUY	$73.41 - $82.04 $146 - $164	2 Added 0.05%	3,681 $301,000
Q4 2023 Jan 30, 2024	BUY	$63.1 - $76.8 $378 - $460	6 Added 0.16%	3,679 $278,000
Q3 2023 Nov 13, 2023	BUY	$66.15 - $73.83 $242,968 - $271,177	3,673 New	3,673 $245,000

Others Institutions Holding IYC

# of Institutions

264

Shares Held

9.84M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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Wealth Enhancement Advisory Services, LLC Ishares U.S. Consumer Discreti Transaction History