A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,507 shares of IYG stock, worth $277,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,507
Previous 3,294 6.47%
Holding current value
$277,017
Previous $214,000 16.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$64.2 - $71.76 $13,674 - $15,284
213 Added 6.47%
3,507 $249,000
Q2 2024

Jul 16, 2024

BUY
$62.27 - $67.11 $205,117 - $221,060
3,294 New
3,294 $214,000
Q4 2023

Jan 30, 2024

BUY
$145.02 - $179.81 $178,809 - $221,705
1,233 New
1,233 $220,000

Others Institutions Holding IYG

About ISHARES TR


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