Wealth Enhancement Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 539,043 shares of IVW stock, worth $54.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

539,043

Previous 537,790 0.23%

Holding current value

$54.5 Million

Previous $51.5 Million 6.28%

% of portfolio

0.12%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$94.43 - $105.47 $118,320 - $132,153	1,253 Added 0.23%	539,043 $54.7 Million
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $270,416 - $309,844	-3,190 Reduced 0.59%	537,790 $51.5 Million
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $1.01 Million - $1.18 Million	12,689 Added 2.4%	540,980 $50.1 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $22,589 - $26,393	310 Added 0.06%	528,291 $44.6 Million
Q4 2023 Jan 30, 2024	SELL	$65.78 - $75.4 $1.05 Million - $1.21 Million	-16,029 Reduced 2.95%	527,981 $39.7 Million
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $34.2 Million - $36.5 Million	502,241 Added 1202.43%	544,010 $37.2 Million
Q2 2023 Jul 21, 2023	SELL	$63.21 - $70.48 $333,053 - $371,359	-5,269 Reduced 11.2%	41,769 $2.94 Million
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $1.28 Million - $1.43 Million	22,444 Added 91.26%	47,038 $3.01 Million
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $50,319 - $56,377	887 Added 3.74%	24,594 $1.44 Million
Q3 2022 Oct 17, 2022	BUY	$57.85 - $71.43 $12,264 - $15,143	212 Added 0.9%	23,707 $1.38 Million
Q2 2022 Jul 18, 2022	SELL	$58.13 - $77.8 $89,694 - $120,045	-1,543 Reduced 6.16%	23,495 $1.49 Million
Q1 2022 Apr 18, 2022	BUY	$68.33 - $84.32 $209,704 - $258,778	3,069 Added 13.97%	25,038 $1.95 Million
Q4 2021 Feb 08, 2022	BUY	$73.18 - $84.81 $57,080 - $66,151	780 Added 3.68%	21,969 $1.67 Million
Q3 2021 Nov 03, 2021	BUY	$72.99 - $79.0 $370,935 - $401,478	5,082 Added 31.55%	21,189 $1.67 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $110,548 - $122,029	1,676 Added 11.61%	16,107 $1.2 Million
Q1 2021 May 12, 2021	BUY	$61.43 - $67.25 $309,852 - $339,209	5,044 Added 53.73%	14,431 $972,000
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $411,164 - $467,162	7,320 Added 354.14%	9,387 $592,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $21,649 - $25,783	413 Added 24.97%	2,067 $505,000
Q2 2020 Oct 13, 2020	SELL	$39.5 - $52.48 $355,223 - $471,952	-8,993 Reduced 84.47%	1,654 $366,000
Q2 2020 Aug 10, 2020	BUY	$39.5 - $52.48 $360,279 - $478,670	9,121 Added 597.71%	10,647 $1.58 Million
Q1 2020 May 01, 2020	SELL	$36.14 - $52.65 $9,215 - $13,425	-255 Reduced 14.32%	1,526 $279,000
Q4 2019 Feb 05, 2020	BUY	$43.72 - $48.62 $77,865 - $86,592	1,781 New	1,781 $347,000

Others Institutions Holding IVW

# of Institutions

1,830

Shares Held

415M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History