Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 45,596 shares of IBDW stock, worth $937,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares

45,596

Previous 54,084 15.69%

Holding current value

$937,453

Previous $1.1 Million 14.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$20.1 - $20.8 $170,608 - $176,550	-8,488 Reduced 15.69%	45,596 $946,000
Q4 2024 Mar 17, 2025	BUY	$20.28 - $21.2 $51,896 - $54,250	2,559 Added 4.97%	54,084 $1.1 Million
Q3 2024 Oct 23, 2024	BUY	$20.12 - $21.28 $50,460 - $53,370	2,508 Added 5.12%	51,525 $1.09 Million
Q2 2024 Jul 16, 2024	BUY	$19.84 - $20.44 $27,022 - $27,839	1,362 Added 2.86%	49,017 $994,000
Q1 2024 Apr 15, 2024	BUY	$20.24 - $20.75 $217,964 - $223,456	10,769 Added 29.2%	47,655 $976,000
Q4 2023 Jan 30, 2024	BUY	$18.79 - $20.85 $6,651 - $7,380	354 Added 0.97%	36,886 $766,000
Q3 2023 Nov 13, 2023	BUY	$19.34 - $20.36 $706,528 - $743,791	36,532 New	36,532 $708,000

Others Institutions Holding IBDW

# of Institutions

185

Shares Held

55.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History