Wealth Enhancement Advisory Services, LLC Ishares Morningstar Mid Cap Et Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 30,437 shares of IMCB stock, worth $2.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,437
Previous 30,634 0.64%
Holding current value
$2.48 Million
Previous $2.44 Million 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$79.58 - $83.45 $15,677 - $16,439
-197 Reduced 0.64%
30,437 $2.53 Million
Q2 2025

Jul 10, 2025
SELL
$65.41 - $79.66 $29,957 - $36,484
-458 Reduced 1.47%
30,634 $2.44 Million
Q1 2025

Apr 16, 2025
BUY
$72.01 - $79.94 $4,752 - $5,276
66 Added 0.21%
31,092 $2.29 Million
Q4 2024

Mar 17, 2025
BUY
$75.22 - $82.17 $387,683 - $423,504
5,154 Added 19.92%
31,026 $2.36 Million
Q4 2024

Jan 10, 2025
BUY
$75.22 - $82.17 $26,402 - $28,841
351 Added 1.38%
25,872 $1.97 Million
Q3 2024

Oct 23, 2024
SELL
$68.79 - $76.02 $20,361 - $22,501
-296 Reduced 1.15%
25,521 $1.94 Million
Q2 2024

Jul 16, 2024
BUY
$68.23 - $72.35 $39,436 - $41,818
578 Added 2.29%
25,817 $1.81 Million
Q1 2024

Apr 15, 2024
BUY
$65.15 - $72.83 $521 - $582
8 Added 0.03%
25,239 $1.84 Million
Q4 2023

Jan 30, 2024
BUY
$56.23 - $67.47 $1,461 - $1,754
26 Added 0.1%
25,231 $1.69 Million
Q3 2023

Nov 13, 2023
BUY
$59.24 - $65.55 $1.49 Million - $1.65 Million
25,205 New
25,205 $1.51 Million

Others Institutions Holding IMCB

# of Institutions
217
Shares Held
9.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP ET

IMCB Quotes by TradingView
  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email