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 4,298 shares of IHE stock, worth $301,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,298
Previous 3,589 19.75%
Holding current value
$301,934
Previous $235,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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