A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 397,062 shares of IWF stock, worth $165 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
397,062
Previous 385,045 3.12%
Holding current value
$165 Million
Previous $140 Million 6.2%
% of portfolio
0.34%
Previous 0.35%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$332.02 - $382.76 $3.99 Million - $4.6 Million
12,017 Added 3.12%
397,062 $149 Million
Q2 2024

Jul 16, 2024

SELL
$316.15 - $367.33 $3.01 Million - $3.49 Million
-9,509 Reduced 2.41%
385,045 $140 Million
Q1 2024

Apr 15, 2024

SELL
$294.43 - $339.01 $53,586 - $61,699
-182 Reduced 0.05%
394,554 $133 Million
Q4 2023

Jan 30, 2024

BUY
$256.94 - $304.21 $390,034 - $461,790
1,518 Added 0.39%
394,736 $120 Million
Q3 2023

Nov 13, 2023

BUY
$263.8 - $285.38 $100 Million - $108 Million
378,920 Added 2650.16%
393,218 $105 Million
Q2 2023

Jul 21, 2023

SELL
$239.31 - $275.18 $460,911 - $529,996
-1,926 Reduced 11.87%
14,298 $3.93 Million
Q1 2023

Apr 25, 2023

SELL
$209.92 - $244.33 $40.2 Million - $46.8 Million
-191,556 Reduced 92.19%
16,224 $3.96 Million
Q4 2022

Feb 01, 2023

BUY
$207.03 - $232.89 $2.31 Million - $2.6 Million
11,150 Added 5.67%
207,780 $44.5 Million
Q3 2022

Oct 17, 2022

BUY
$210.4 - $257.47 $622,363 - $761,596
2,958 Added 1.53%
196,630 $41.8 Million
Q2 2022

Jul 18, 2022

SELL
$209.9 - $283.21 $750,392 - $1.01 Million
-3,575 Reduced 1.81%
193,672 $44.4 Million
Q1 2022

Apr 18, 2022

BUY
$246.62 - $307.78 $1.85 Million - $2.31 Million
7,514 Added 3.96%
197,247 $55.8 Million
Q4 2021

Feb 08, 2022

SELL
$270.99 - $309.52 $1.72 Million - $1.96 Million
-6,331 Reduced 3.23%
189,733 $52.6 Million
Q3 2021

Nov 03, 2021

SELL
$272.07 - $292.68 $2.55 Million - $2.75 Million
-9,390 Reduced 4.57%
196,064 $57.5 Million
Q2 2021

Aug 10, 2021

BUY
$244.58 - $272.16 $2.77 Million - $3.09 Million
11,338 Added 5.84%
205,454 $56.9 Million
Q1 2021

May 12, 2021

BUY
$230.04 - $254.69 $42.6 Million - $47.2 Million
185,374 Added 2120.5%
194,116 $48.8 Million
Q4 2020

Feb 10, 2021

BUY
$209.58 - $241.25 $5,449 - $6,272
26 Added 0.3%
8,742 $2.09 Million
Q3 2020

Nov 12, 2020

SELL
$194.64 - $233.83 $156,879 - $188,466
-806 Reduced 8.46%
8,716 $2 Million
Q2 2020

Oct 13, 2020

BUY
$144.16 - $193.61 $1.37 Million - $1.84 Million
9,522 New
9,522 $1.95 Million
Q2 2020

Aug 10, 2020

SELL
$144.16 - $193.61 $545,789 - $733,007
-3,786 Closed
0 $0
Q1 2020

May 01, 2020

BUY
$131.63 - $192.29 $179,806 - $262,668
1,366 Added 56.45%
3,786 $636,000
Q4 2019

Feb 05, 2020

BUY
$155.29 - $176.84 $91,621 - $104,335
590 Added 32.24%
2,420 $426,000
Q2 2019

Aug 02, 2019

BUY
N/A
329 Added 21.92%
1,830 $300,000
Q4 2018

Feb 04, 2019

BUY
N/A
1,501 New
1,501 $210,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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