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IMTM
Showing 8 of 17 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 12M shares of IMTM (ISHARES TR), worth $581.6M as of 2026-Q1. The position was decreased (-39.7% shares). IMTM represents 1.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$581.6M

Current Shares

12M

Total Value Change

-$110.5M

Total Shares Change

-5.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
12M
-39.7%
$581.6M1.2%$50.01
0
2025-Q4
Increased
19.9M
+4.0%
$983.9M1.3%$48.19
52
2025-Q3
Increased
19.1M
+4.4%
$911.9M1.4%$45.95
52
2025-Q2
Increased
18.3M
+3.8%
$828.8M1.4%$43.76
52
2025-Q1
Decreased
17.6M
-10.4%
$704M1.3%$38.24
0
2024-Q4
Increased
19.7M
+5.5%
$735.4M1.4%$35.73
53
2024-Q3
Increased
18.6M
+4.1%
$752.3M1.6%$37.81
52
2024-Q2
Increased
17.9M
+4.3%
$692.1M1.6%$36.35
52

Other major holders of IMTM: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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