Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 92,427 shares of IBDU stock, worth $2.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92,427
Previous 85,957 7.53%
Holding current value
$2.16 Million
Previous $2.02 Million 7.04%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$23.35 - $23.55 $151,074 - $152,368
6,470 Added 7.53%
92,427 $2.16 Million
Q3 2025

Oct 29, 2025
BUY
$23.13 - $23.54 $266,064 - $270,780
11,503 Added 15.45%
85,957 $2.02 Million
Q2 2025

Jul 10, 2025
SELL
$22.7 - $23.33 $121,626 - $125,002
-5,358 Reduced 6.71%
74,454 $1.74 Million
Q1 2025

Apr 16, 2025
SELL
$22.61 - $23.14 $323,187 - $330,763
-14,294 Reduced 15.19%
79,812 $1.85 Million
Q4 2024

Mar 17, 2025
BUY
$22.71 - $23.47 $167,599 - $173,208
7,380 Added 8.51%
94,106 $2.15 Million
Q3 2024

Oct 23, 2024
BUY
$22.51 - $23.57 $1.24 Million - $1.29 Million
54,898 Added 172.48%
86,726 $2.04 Million
Q2 2024

Jul 16, 2024
BUY
$22.29 - $22.77 $158,481 - $161,894
7,110 Added 28.76%
31,828 $721,000
Q1 2024

Apr 15, 2024
BUY
$22.61 - $23.1 $52,138 - $53,268
2,306 Added 10.29%
24,718 $564,000
Q4 2023

Jan 30, 2024
BUY
$21.44 - $23.11 $119,206 - $128,491
5,560 Added 32.99%
22,412 $517,000
Q3 2023

Nov 13, 2023
BUY
$21.83 - $22.62 $367,879 - $381,192
16,852 New
16,852 $369,000

Others Institutions Holding IBDU

# of Institutions
349
Shares Held
103M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email