Wealth Enhancement Advisory Services, LLC Ishares Tr 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 stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,696 shares of IHE stock, worth $376,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,696

Previous 4,207 11.62%

Holding current value

$376,994

Previous $305,000 23.28%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$73.63 - $80.43 $36,005 - $39,330	489 Added 11.62%	4,696 $376,000
Q3 2025 Oct 29, 2025	BUY	$65.74 - $72.56 $15,777 - $17,414	240 Added 6.05%	4,207 $305,000
Q2 2025 Jul 10, 2025	BUY	$61.0 - $68.22 $241,987 - $270,628	3,967 New	3,967 $259,000
Q4 2024 Mar 17, 2025	BUY	$65.15 - $71.86 $46,191 - $50,948	709 Added 19.75%	4,298 $282,000
Q4 2024 Jan 10, 2025	BUY	$65.15 - $71.86 $23,193 - $25,582	356 Added 11.01%	3,589 $235,000

Q3 2024 Oct 23, 2024	SELL	$65.61 - $72.86 $787 - $874	-12 Reduced 0.37%	3,233 $228,000
Q2 2024 Jul 16, 2024	BUY	$62.73 - $67.4 $203,558 - $218,713	3,245 New	3,245 $215,000

Others Institutions Holding IHE

# of Institutions

162

Shares Held

4.76M

Call Options Held

Put Options Held

4.2K

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

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 Transaction History