Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter 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 Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 69,764 shares of IBDT stock, worth $1.76 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

69,764

Previous 27,075 157.67%

Holding current value

$1.76 Million

Previous $674,000 157.72%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$24.82 - $25.48 $1.06 Million - $1.09 Million	42,689 Added 157.67%	69,764 $1.74 Million
Q4 2024 Jan 10, 2025	SELL	$24.82 - $25.48 $24 - $25	-1 Reduced -0.0%	27,075 $674,000
Q3 2024 Oct 23, 2024	BUY	$24.62 - $25.59 $40,032 - $41,609	1,626 Added 6.39%	27,076 $691,000
Q2 2024 Jul 16, 2024	BUY	$24.4 - $24.86 $40,943 - $41,715	1,678 Added 7.06%	25,450 $630,000
Q1 2024 Apr 15, 2024	SELL	$24.69 - $25.14 $203,815 - $207,530	-8,255 Reduced 25.78%	23,772 $592,000
Q4 2023 Jan 30, 2024	BUY	$23.63 - $25.1 $352,228 - $374,140	14,906 Added 87.06%	32,027 $803,000
Q3 2023 Nov 13, 2023	BUY	$23.94 - $24.67 $409,876 - $422,375	17,121 New	17,121 $411,000

Others Institutions Holding IBDT

# of Institutions

342

Shares Held

77.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History