Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

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 166,334 shares of IYH stock, worth $10.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

166,334

Previous 124,850 33.23%

Holding current value

$10.2 Million

Previous $7.28 Million 33.22%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$57.53 - $65.24 $2.39 Million - $2.71 Million	41,484 Added 33.23%	166,334 $9.69 Million
Q4 2024 Jan 10, 2025	BUY	$57.53 - $65.24 $153,835 - $174,451	2,674 Added 2.19%	124,850 $7.28 Million
Q3 2024 Oct 23, 2024	SELL	$60.29 - $66.38 $387,423 - $426,557	-6,426 Reduced 5.0%	122,176 $7.94 Million
Q2 2024 Jul 16, 2024	BUY	$58.05 - $61.75 $644,529 - $685,610	11,103 Added 9.45%	128,602 $7.88 Million
Q1 2024 Apr 15, 2024	BUY	$60.83 - $309.78 $5.77 Million - $29.4 Million	94,910 Added 420.16%	117,499 $7.27 Million
Q4 2023 Jan 30, 2024	BUY	$257.23 - $286.28 $522,176 - $581,148	2,030 Added 9.87%	22,589 $6.47 Million
Q3 2023 Nov 13, 2023	BUY	$270.07 - $286.44 $5.55 Million - $5.89 Million	20,559 New	20,559 $5.55 Million

Others Institutions Holding IYH

# of Institutions

552

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History