Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 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 190,615 shares of DVY stock, worth $25.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

190,615

Previous 156,559 21.75%

Holding current value

$25.3 Million

Previous $20.6 Million 21.75%

% of portfolio

0.05%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$129.55 - $143.41 $4.41 Million - $4.88 Million	34,056 Added 21.75%	190,615 $25 Million
Q4 2024 Jan 10, 2025	BUY	$129.55 - $143.41 $426,737 - $472,392	3,294 Added 2.15%	156,559 $20.6 Million
Q3 2024 Oct 23, 2024	SELL	$119.99 - $135.74 $379,648 - $429,481	-3,164 Reduced 2.02%	153,265 $20.7 Million
Q2 2024 Jul 16, 2024	SELL	$115.73 - $125.75 $402,393 - $437,232	-3,477 Reduced 2.17%	156,429 $18.9 Million
Q1 2024 Apr 15, 2024	BUY	$113.31 - $123.18 $405,536 - $440,861	3,579 Added 2.29%	159,906 $19.7 Million
Q4 2023 Jan 30, 2024	SELL	$102.97 - $119.06 $1.08 Million - $1.25 Million	-10,488 Reduced 6.29%	156,327 $18.3 Million
Q3 2023 Nov 13, 2023	BUY	$107.44 - $118.16 $17.5 Million - $19.3 Million	162,924 Added 4187.2%	166,815 $18 Million
Q2 2023 Jul 21, 2023	BUY	$108.5 - $119.27 $91,248 - $100,306	841 Added 27.57%	3,891 $440,000
Q1 2023 Apr 25, 2023	BUY	$110.68 - $126.38 $131,377 - $150,013	1,187 Added 63.71%	3,050 $357,000
Q1 2022 Apr 18, 2022	SELL	$119.99 - $129.75 $33,717 - $36,459	-281 Reduced 13.11%	1,863 $239,000
Q4 2021 Feb 08, 2022	BUY	$114.37 - $122.59 $32,137 - $34,447	281 Added 15.08%	2,144 $265,000
Q1 2021 May 12, 2021	BUY	$94.76 - $115.39 $176,537 - $214,971	1,863 New	1,863 $216,000

Others Institutions Holding DVY

# of Institutions

1,445

Shares Held

70.6M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History