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

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,161 shares of IMCV stock, worth $1.21 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,161

Previous 16,162 0.01%

Holding current value

$1.21 Million

Previous $1.24 Million 3.07%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$73.19 - $81.02 $73 - $81	-1 Reduced 0.01%	16,161 $1.2 Million
Q3 2024 Oct 23, 2024	BUY	$69.7 - $76.81 $76,809 - $84,644	1,102 Added 7.32%	16,162 $1.24 Million
Q2 2024 Jul 16, 2024	BUY	$68.22 - $72.74 $171,505 - $182,868	2,514 Added 20.04%	15,060 $1.06 Million
Q1 2024 Apr 15, 2024	SELL	$65.61 - $72.55 $85,161 - $94,169	-1,298 Reduced 9.38%	12,546 $910,000
Q4 2023 Jan 30, 2024	BUY	$57.47 - $68.03 $24,539 - $29,048	427 Added 3.18%	13,844 $937,000
Q3 2023 Nov 13, 2023	BUY	$60.39 - $66.42 $810,252 - $891,157	13,417 New	13,417 $812,000

Others Institutions Holding IMCV

# of Institutions

147

Shares Held

5.14M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Wealth Enhancement Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History