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 29,465 shares of IYR stock, worth $2.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,465

Previous 27,043 8.96%

Holding current value

$2.81 Million

Previous $2.52 Million 8.98%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$90.74 - $102.87 $219,772 - $249,151	2,422 Added 8.96%	29,465 $2.74 Million
Q4 2024 Jan 10, 2025	BUY	$90.74 - $102.87 $90 - $102	1 Added 0.0%	27,043 $2.52 Million
Q3 2024 Oct 23, 2024	SELL	$86.93 - $103.61 $39,727 - $47,349	-457 Reduced 1.66%	27,042 $2.75 Million
Q2 2024 Jul 16, 2024	SELL	$81.6 - $89.23 $189,883 - $207,638	-2,327 Reduced 7.8%	27,499 $2.41 Million
Q1 2024 Apr 15, 2024	SELL	$85.32 - $92.22 $750,645 - $811,351	-8,798 Reduced 22.78%	29,826 $2.68 Million
Q4 2023 Jan 30, 2024	BUY	$73.28 - $92.46 $491,635 - $620,314	6,709 Added 21.02%	38,624 $3.53 Million
Q3 2023 Nov 13, 2023	BUY	$77.12 - $89.86 $2.46 Million - $2.87 Million	31,915 New	31,915 $2.49 Million
Q1 2023 Apr 25, 2023	SELL	$78.73 - $95.24 $305,708 - $369,816	-3,883 Reduced 15.27%	21,541 $1.83 Million
Q4 2022 Feb 01, 2023	SELL	$76.97 - $89.17 $119,765 - $138,748	-1,556 Reduced 5.77%	25,424 $2.14 Million
Q3 2022 Oct 17, 2022	BUY	$80.64 - $103.19 $1.04 Million - $1.33 Million	12,867 Added 91.17%	26,980 $2.12 Million
Q2 2022 Jul 18, 2022	BUY	$86.95 - $112.38 $761,073 - $983,662	8,753 Added 163.3%	14,113 $1.31 Million
Q1 2022 Apr 18, 2022	BUY	$99.21 - $115.26 $168,855 - $196,172	1,702 Added 46.53%	5,360 $588,000
Q4 2021 Feb 08, 2022	BUY	$103.03 - $116.14 $113,333 - $127,754	1,100 Added 43.0%	3,658 $389,000
Q3 2021 Nov 03, 2021	BUY	$102.34 - $111.27 $261,785 - $284,628	2,558 New	2,558 $283,000

Others Institutions Holding IYR

# of Institutions

617

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Wealth Enhancement Advisory Services, LLC Ishares Tr Transaction History