Wealth Enhancement Advisory Services, LLC Ishares S&P Midcap 400 Value E Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 104,472 shares of IJJ stock, worth $13.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

104,472

Previous 104,030 0.42%

Holding current value

$13.3 Million

Previous $13.5 Million 1.28%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$125.45 - $131.1 $55,448 - $57,946	442 Added 0.42%	104,472 $13.3 Million
Q3 2025 Oct 29, 2025	SELL	$122.57 - $132.57 $418,821 - $452,991	-3,417 Reduced 3.18%	104,030 $13.5 Million
Q2 2025 Jul 10, 2025	BUY	$103.88 - $123.68 $402,119 - $478,765	3,871 Added 3.74%	107,447 $13.3 Million
Q1 2025 Apr 16, 2025	SELL	$117.4 - $131.02 $853,380 - $952,384	-7,269 Reduced 6.56%	103,576 $12.3 Million
Q4 2024 Mar 17, 2025	BUY	$121.89 - $135.52 $1.73 Million - $1.92 Million	14,203 Added 14.7%	110,845 $13.9 Million

Q4 2024 Jan 10, 2025	BUY	$121.89 - $135.52 $11,091 - $12,332	91 Added 0.09%	96,642 $12.1 Million
Q3 2024 Oct 23, 2024	SELL	$111.9 - $124.28 $895 - $994	-8 Reduced 0.01%	96,551 $11.9 Million
Q2 2024 Jul 16, 2024	SELL	$109.44 - $118.4 $744,739 - $805,712	-6,805 Reduced 6.58%	96,559 $11 Million
Q1 2024 Apr 15, 2024	SELL	$109.27 - $118.29 $606,994 - $657,100	-5,555 Reduced 5.1%	103,364 $12.2 Million
Q4 2023 Jan 30, 2024	BUY	$93.05 - $115.17 $881,648 - $1.09 Million	9,475 Added 9.53%	108,919 $12.4 Million
Q3 2023 Nov 13, 2023	BUY	$99.46 - $111.92 $9.67 Million - $10.9 Million	97,256 Added 4444.97%	99,444 $10 Million
Q2 2023 Jul 21, 2023	BUY	$97.74 - $107.13 $7,819 - $8,570	80 Added 3.8%	2,188 $234,000
Q1 2023 Apr 25, 2023	BUY	$97.23 - $116.09 $204,960 - $244,717	2,108 New	2,108 $216,000

Others Institutions Holding IJJ

# of Institutions

919

Shares Held

41.6M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

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 S&P Midcap 400 Value E Transaction History