Wealth Enhancement Advisory Services, LLC Ishares Morningstar Value ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 117,828 shares of ILCV stock, worth $10.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
117,828
Previous 119,157 1.12%
Holding current value
$10.8 Million
Previous $10.7 Million 1.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 08, 2026
SELL
$88.05 - $93.43 $117,018 - $124,168
-1,329 Reduced 1.12%
117,828 $10.8 Million
Q3 2025

Oct 29, 2025
BUY
$82.86 - $90.02 $191,820 - $208,396
2,315 Added 1.98%
119,157 $10.7 Million
Q2 2025

Jul 10, 2025
SELL
$72.16 - $83.39 $136,815 - $158,107
-1,896 Reduced 1.6%
116,842 $9.74 Million
Q1 2025

Apr 16, 2025
SELL
$79.37 - $85.24 $172,391 - $185,141
-2,172 Reduced 1.8%
118,738 $9.57 Million
Q4 2024

Mar 17, 2025
BUY
$80.23 - $85.43 $2.51 Million - $2.67 Million
31,269 Added 34.88%
120,910 $9.79 Million
Q4 2024

Jan 10, 2025
BUY
$80.23 - $85.43 $80 - $85
1 Added 0.0%
89,641 $7.26 Million
Q3 2024

Oct 23, 2024
SELL
$75.47 - $82.2 $370,708 - $403,766
-4,912 Reduced 5.2%
89,640 $7.37 Million
Q2 2024

Jul 16, 2024
SELL
$73.1 - $77.24 $142,691 - $150,772
-1,952 Reduced 2.02%
94,552 $7.22 Million
Q1 2024

Apr 15, 2024
SELL
$69.61 - $76.86 $212,658 - $234,807
-3,055 Reduced 3.07%
96,504 $7.42 Million
Q4 2023

Jan 30, 2024
BUY
$61.65 - $70.82 $71,637 - $82,292
1,162 Added 1.18%
99,559 $7.03 Million
Q3 2023

Nov 13, 2023
BUY
$64.75 - $69.1 $6.37 Million - $6.8 Million
98,397 New
98,397 $6.37 Million

Others Institutions Holding ILCV

# of Institutions
193
Shares Held
9.54M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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