Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 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 9,318 shares of GVI stock, worth $978,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,318
Previous 7,697 21.06%
Holding current value
$978,110
Previous $824,000 17.84%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$103.89 - $107.05 $168,405 - $173,528
1,621 Added 21.06%
9,318 $971,000
Q3 2024

Oct 23, 2024
BUY
$103.17 - $107.43 $106,574 - $110,975
1,033 Added 15.5%
7,697 $824,000
Q2 2024

Jul 16, 2024
SELL
$102.13 - $104.03 $26,349 - $26,839
-258 Reduced 3.73%
6,664 $691,000
Q1 2024

Apr 15, 2024
SELL
$103.31 - $105.01 $270,362 - $274,811
-2,617 Reduced 27.43%
6,922 $719,000
Q4 2023

Jan 30, 2024
BUY
$100.06 - $104.91 $158,595 - $166,282
1,585 Added 19.93%
9,539 $999,000
Q3 2023

Nov 13, 2023
BUY
$101.01 - $103.51 $803,433 - $823,318
7,954 New
7,954 $805,000

Others Institutions Holding GVI

# of Institutions
297
Shares Held
27.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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