Wealth Enhancement Advisory Services, LLC Ishares Inc Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,988 shares of EPP stock, worth $304,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,988
Previous 5,945 0.72%
Holding current value
$304,609
Previous $293,000 5.12%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$48.87 - $52.69 $2,101 - $2,265
43 Added 0.72%
5,988 $308,000
Q1 2025

Apr 16, 2025
SELL
$43.24 - $46.56 $107,278 - $115,515
-2,481 Reduced 29.44%
5,945 $262,000
Q4 2024

Mar 17, 2025
SELL
$43.59 - $49.13 $93,674 - $105,580
-2,149 Reduced 20.32%
8,426 $369,000
Q4 2024

Jan 10, 2025
BUY
$43.59 - $49.13 $203,783 - $229,682
4,675 Added 79.24%
10,575 $463,000
Q3 2024

Oct 23, 2024
BUY
$41.3 - $48.84 $2,106 - $2,490
51 Added 0.87%
5,900 $288,000
Q2 2024

Jul 16, 2024
SELL
$40.54 - $45.26 $7,135 - $7,965
-176 Reduced 2.92%
5,849 $251,000
Q1 2024

Apr 15, 2024
BUY
$40.47 - $43.52 $44,719 - $48,089
1,105 Added 22.46%
6,025 $257,000
Q4 2023

Jan 30, 2024
SELL
$38.16 - $43.56 $65,177 - $74,400
-1,708 Reduced 25.77%
4,920 $213,000
Q3 2023

Nov 13, 2023
BUY
$39.31 - $43.94 $260,546 - $291,234
6,628 New
6,628 $263,000

Others Institutions Holding EPP

# of Institutions
207
Shares Held
26.3M
Call Options Held
0
Put Options Held
8.4K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
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