A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,600 shares of ITB stock, worth $1.32 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,600
Previous 3,542 312.2%
Holding current value
$1.32 Million
Previous $366,000 279.78%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

BUY
$93.86 - $111.45 $3.28 Million - $3.9 Million
34,959 Added 986.98%
38,501 $3.67 Million
Q4 2024

Mar 17, 2025

BUY
$103.31 - $129.34 $12,603 - $15,779
122 Added 3.57%
3,542 $366,000
Q3 2024

Oct 23, 2024

BUY
$97.52 - $128.64 $8,679 - $11,448
89 Added 2.67%
3,420 $434,000
Q2 2024

Jul 16, 2024

SELL
$100.52 - $113.96 $267,383 - $303,133
-2,660 Reduced 44.4%
3,331 $336,000
Q1 2024

Apr 15, 2024

SELL
$97.53 - $115.77 $42,523 - $50,475
-436 Reduced 6.78%
5,991 $693,000
Q4 2023

Jan 30, 2024

SELL
$71.4 - $102.59 $32,558 - $46,781
-456 Reduced 6.63%
6,427 $653,000
Q3 2023

Nov 13, 2023

BUY
$77.76 - $89.31 $535,222 - $614,720
6,883 New
6,883 $540,000

Others Institutions Holding ITB

About ISHARES TR


  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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.