Wealth Enhancement Advisory Services, LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,769 shares of IWV stock, worth $11.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,769

Previous 14,335 128.59%

Holding current value

$11.3 Million

Previous $4.68 Million 133.89%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$323.08 - $349.08 $5.96 Million - $6.43 Million	18,434 Added 128.59%	32,769 $11 Million
Q3 2024 Oct 23, 2024	SELL	$294.75 - $326.73 $231,673 - $256,809	-786 Reduced 5.2%	14,335 $4.68 Million
Q2 2024 Jul 16, 2024	BUY	$283.16 - $309.9 $815,217 - $892,202	2,879 Added 23.52%	15,121 $4.67 Million
Q1 2024 Apr 15, 2024	BUY	$268.36 - $300.08 $71,920 - $80,421	268 Added 2.24%	12,242 $3.67 Million
Q4 2023 Jan 30, 2024	BUY	$234.36 - $274.87 $878,615 - $1.03 Million	3,749 Added 45.58%	11,974 $3.28 Million
Q3 2023 Nov 13, 2023	BUY	$243.9 - $263.56 $1.75 Million - $1.89 Million	7,162 Added 673.75%	8,225 $2.02 Million
Q2 2023 Jul 21, 2023	BUY	$231.57 - $254.48 $463 - $508	2 Added 0.19%	1,063 $270,000
Q1 2023 Apr 25, 2023	BUY	$218.83 - $242.18 $232,178 - $256,952	1,061 New	1,061 $249,000

Others Institutions Holding IWV

# of Institutions

866

Shares Held

26.5M

Call Options Held

11.9K

Put Options Held

2.9K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Russell 3000 ETF Transaction History