Wealthcare Advisory Partners LLC Ishares Trust Ishares Esg Awar Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 11,324 shares of ESGD stock, worth $901,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,324

Previous 9,681 16.97%

Holding current value

$901,050

Previous $814,000 5.9%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$75.65 - $83.47 $124,292 - $137,141	1,643 Added 16.97%	11,324 $862,000
Q3 2024 Nov 04, 2024	SELL	$75.63 - $84.89 $32,672 - $36,672	-432 Reduced 4.27%	9,681 $814,000
Q2 2024 Aug 09, 2024	SELL	$76.22 - $82.36 $119,284 - $128,893	-1,565 Reduced 13.4%	10,113 $796,000
Q1 2024 Apr 15, 2024	BUY	$73.39 - $80.18 $12,769 - $13,951	174 Added 1.51%	11,678 $933,000
Q4 2023 Feb 06, 2024	BUY	$65.9 - $75.7 $65,504 - $75,245	994 Added 9.46%	11,504 $869,000
Q3 2023 Oct 12, 2023	SELL	$68.87 - $74.82 $83,883 - $91,130	-1,218 Reduced 10.39%	10,510 $726,000
Q2 2023 Jul 17, 2023	SELL	$70.97 - $74.19 $4,684 - $4,896	-66 Reduced 0.56%	11,728 $855,000
Q1 2023 May 04, 2023	BUY	$66.27 - $72.39 $89,398 - $97,654	1,349 Added 12.92%	11,794 $847,000
Q4 2022 Feb 13, 2023	BUY	$55.83 - $67.96 $50,358 - $61,299	902 Added 9.45%	10,445 $686,000
Q3 2022 Nov 14, 2022	BUY	$55.75 - $67.2 $107,095 - $129,091	1,921 Added 25.2%	9,543 $536,000
Q2 2022 Aug 15, 2022	BUY	$61.64 - $74.67 $22,930 - $27,777	372 Added 5.13%	7,622 $478,000
Q1 2022 Apr 15, 2022	SELL	$67.21 - $80.45 $201 - $241	-3 Reduced 0.04%	7,250 $535,000
Q4 2021 Feb 11, 2022	BUY	$76.64 - $82.32 $130,977 - $140,684	1,709 Added 30.83%	7,253 $576,000
Q3 2021 Nov 15, 2021	BUY	$77.09 - $82.48 $69,072 - $73,902	896 Added 19.28%	5,544 $435,000
Q2 2021 Aug 16, 2021	BUY	$76.82 - $82.21 $56,232 - $60,177	732 Added 18.69%	4,648 $367,000
Q1 2021 Apr 30, 2021	BUY	$72.34 - $76.86 $66,697 - $70,864	922 Added 30.79%	3,916 $297,000
Q4 2020 Feb 12, 2021	BUY	$61.15 - $73.67 $183,083 - $220,567	2,994 New	2,994 $219,000
Q2 2020 Jul 29, 2020	SELL	$50.54 - $64.22 $37,601 - $47,779	-744 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$46.16 - $69.62 $6,693 - $10,094	145 Added 24.21%	744 $40,000
Q4 2019 Jan 29, 2020	BUY	$62.3 - $68.88 $35,573 - $39,330	571 Added 2039.29%	599 $41,000
Q3 2019 Oct 17, 2019	SELL	$60.17 - $65.28 $902 - $979	-15 Reduced 34.88%	28 $2,000
Q2 2019 Jul 30, 2019	BUY	$61.87 - $65.25 $618 - $652	10 Added 30.3%	43 $3,000
Q2 2018 Aug 14, 2018	BUY	$64.52 - $69.36 $2,129 - $2,288	33 New	33 $2,000

Others Institutions Holding ESGD

# of Institutions

638

Shares Held

92.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Wealthcare Advisory Partners LLC Ishares Trust Ishares Esg Awar Transaction History