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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

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 31,026 shares of IMCB stock, worth $2.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

31,026

Previous 25,872 19.92%

Holding current value

$2.3 Million

Previous $1.97 Million 19.9%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

199

Shares Held

7.39M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP ET

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