Wealth Enhancement Advisory Services, LLC Ishares Barclays Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,606,373 shares of IEF stock, worth $152 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,606,373

Previous 1,598,953 0.46%

Holding current value

$152 Million

Previous $148 Million 3.64%

% of portfolio

0.31%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$91.17 - $95.39 $676,481 - $707,793	7,420 Added 0.46%	1,606,373 $153 Million
Q4 2024 Mar 17, 2025	SELL	$92.08 - $98.18 $232,133 - $247,511	-2,521 Reduced 0.16%	1,598,953 $148 Million
Q4 2024 Jan 10, 2025	BUY	$92.08 - $98.18 $12.8 Million - $13.6 Million	138,579 Added 9.47%	1,601,474 $148 Million
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $14 Million - $15 Million	151,093 Added 11.52%	1,462,895 $144 Million
Q2 2024 Jul 16, 2024	BUY	$91.24 - $94.6 $13.1 Million - $13.6 Million	143,586 Added 12.29%	1,311,802 $123 Million
Q1 2024 Apr 15, 2024	BUY	$93.54 - $96.82 $18.9 Million - $19.6 Million	202,039 Added 20.91%	1,168,216 $111 Million
Q4 2023 Jan 30, 2024	BUY	$88.95 - $97.0 $2.93 Million - $3.19 Million	32,935 Added 3.53%	966,177 $93.1 Million
Q3 2023 Nov 13, 2023	BUY	$91.32 - $97.13 $84.7 Million - $90.1 Million	927,624 Added 16511.64%	933,242 $85.5 Million
Q2 2023 Jul 21, 2023	BUY	$96.39 - $100.48 $541,519 - $564,496	5,618 New	5,618 $542,000

Others Institutions Holding IEF

# of Institutions

1,108

Shares Held

281M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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 Barclays Transaction History