Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

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 11,095 shares of IYG stock, worth $973,919. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,095

Previous 11,326 2.04%

Holding current value

$973,919

Previous $1.02 Million 4.14%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$86.19 - $90.17 $19,909 - $20,829	-231 Reduced 2.04%	11,095 $973,000
Q3 2025 Oct 29, 2025	BUY	$85.16 - $90.57 $34,319 - $36,499	403 Added 3.69%	11,326 $1.02 Million
Q2 2025 Jul 10, 2025	BUY	$68.9 - $85.6 $289,586 - $359,776	4,203 Added 62.54%	10,923 $935,000
Q1 2025 Apr 16, 2025	BUY	$74.6 - $84.81 $175,160 - $199,133	2,348 Added 53.71%	6,720 $521,000
Q4 2024 Mar 17, 2025	BUY	$70.24 - $82.34 $60,757 - $71,224	865 Added 24.66%	4,372 $340,000

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

# of Institutions

294

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History