Wealth Enhancement Advisory Services, LLC Ishares Russell 1000 Gr 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 Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 399,611 shares of IWF stock, worth $158 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

399,611

Previous 397,062 0.64%

Holding current value

$158 Million

Previous $149 Million 7.67%

% of portfolio

0.35%

Previous 0.34%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$370.24 - $418.94 $943,741 - $1.07 Million	2,549 Added 0.64%	399,611 $160 Million
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

# of Institutions

2,452

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

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 Russell 1000 Gr ETF Transaction History