Wealth Enhancement Advisory Services, LLC Ishares Russell Midcap Value E Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 101,558 shares of IWS stock, worth $12.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

101,558

Previous 104,279 2.61%

Holding current value

$12.8 Million

Previous $13.5 Million 2.61%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$128.08 - $140.32 $348,505 - $381,810	-2,721 Reduced 2.61%	101,558 $13.1 Million
Q4 2024 Jan 10, 2025	BUY	$128.08 - $140.32 $179,055 - $196,167	1,398 Added 1.36%	104,279 $13.5 Million
Q3 2024 Oct 23, 2024	SELL	$119.52 - $132.25 $655,089 - $724,862	-5,481 Reduced 5.06%	102,881 $13.6 Million
Q2 2024 Jul 16, 2024	SELL	$117.31 - $125.13 $1,525 - $1,626	-13 Reduced 0.01%	108,362 $13.1 Million
Q1 2024 Apr 15, 2024	SELL	$112.43 - $125.33 $738,777 - $823,543	-6,571 Reduced 5.72%	108,375 $13.6 Million
Q4 2023 Jan 30, 2024	SELL	$97.63 - $117.08 $194,381 - $233,106	-1,991 Reduced 1.7%	114,946 $13.4 Million
Q3 2023 Nov 13, 2023	BUY	$103.48 - $114.68 $11.9 Million - $13.2 Million	114,970 Added 5844.94%	116,937 $12.2 Million
Q2 2023 Jul 21, 2023	SELL	$101.5 - $109.84 $14,311 - $15,487	-141 Reduced 6.69%	1,967 $216,000
Q1 2023 Apr 25, 2023	BUY	$100.22 - $116.23 $211,263 - $245,012	2,108 New	2,108 $223,000

Others Institutions Holding IWS

# of Institutions

1,021

Shares Held

97.4M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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Wealth Enhancement Advisory Services, LLC Ishares Russell Midcap Value E Transaction History