A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 232,862 shares of IBTK stock, worth $4.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
232,862
Previous 205,756 13.17%
Holding current value
$4.62 Million
Previous $4.09 Million 12.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 08, 2026

BUY
$19.82 - $20.01 $537,240 - $542,391
27,106 Added 13.17%
232,862 $4.62 Million
Q3 2025

Oct 29, 2025

BUY
$19.57 - $19.98 $401,048 - $409,450
20,493 Added 11.06%
205,756 $4.09 Million
Q2 2025

Jul 10, 2025

BUY
$19.44 - $19.88 $202,156 - $206,732
10,399 Added 5.95%
185,263 $3.68 Million
Q1 2025

Apr 16, 2025

BUY
$19.0 - $19.66 $1.01 Million - $1.04 Million
53,045 Added 43.54%
174,864 $3.44 Million
Q4 2024

Mar 17, 2025

BUY
$19.11 - $20.04 $2.33 Million - $2.44 Million
121,819 New
121,819 $2.34 Million

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
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.