Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IBLCIBLC
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 40,274 shares of IBLC (ISHARES TR), worth $1.7M as of 2026-Q3. The position was increased (+4.6% shares). IBLC represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.7M

Current Shares

40,274

Total Value Change

-$398,379

Total Shares Change

+6,419

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
40,274
+4.6%
$1.7M0.0%$45.69
27
2026-Q2
Increased
38,501
+0.5%
$1.8M0.0%$48.13
26
2026-Q1
Decreased
38,322
-7.0%
$1.4M0.0%$38.88
0
2025-Q4
Increased
41,198
+21.7%
$1.9M0.0%$41.40
31
2025-Q3
New
33,855
-
$2.1M0.0%$52.01
36

Other major holders of IBLC: JANE STREET GROUP, LLC, Financial Engines Advisors L.L.C.

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