Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

$4.81 Billion
Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 7,449 shares of IDV stock, worth $284,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,449

Holding current value

$284,700

% of portfolio

0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$35.91 - $38.56 $267,493 - $287,233	7,449 New	7,449 $284,000
Q3 2024 Nov 04, 2024	SELL	$27.62 - $30.64 $3,783 - $4,197	-137 Reduced 1.18%	11,449 $346,000
Q2 2024 Aug 09, 2024	SELL	$26.94 - $30.1 $261,075 - $291,699	-9,691 Reduced 45.55%	11,586 $320,000
Q1 2024 Apr 15, 2024	SELL	$26.95 - $28.13 $140,598 - $146,754	-5,217 Reduced 19.69%	21,277 $596,000
Q4 2023 Feb 06, 2024	SELL	$24.46 - $28.13 $4.53 Million - $5.21 Million	-185,091 Reduced 87.48%	26,494 $741,000

Q3 2023 Oct 12, 2023	SELL	$25.3 - $27.59 $1.5 Million - $1.63 Million	-59,186 Reduced 21.86%	211,585 $5.37 Million
Q2 2023 Jul 17, 2023	BUY	$25.86 - $28.52 $1.25 Million - $1.38 Million	48,225 Added 21.67%	270,771 $7.13 Million
Q1 2023 May 04, 2023	BUY	$26.54 - $29.5 $357,546 - $397,424	13,472 Added 6.44%	222,546 $6.12 Million
Q4 2022 Feb 13, 2023	BUY	$22.26 - $27.56 $335,658 - $415,577	15,079 Added 7.77%	209,074 $5.68 Million
Q3 2022 Nov 14, 2022	BUY	$22.53 - $28.47 $263,330 - $332,757	11,688 Added 6.41%	193,995 $4.37 Million
Q2 2022 Aug 15, 2022	BUY	$26.84 - $32.0 $971,769 - $1.16 Million	36,206 Added 24.78%	182,307 $4.95 Million
Q1 2022 Apr 15, 2022	BUY	$29.99 - $33.33 $1.63 Million - $1.82 Million	54,506 Added 59.51%	146,101 $4.64 Million
Q4 2021 Feb 11, 2022	BUY	$29.77 - $31.71 $2.73 Million - $2.9 Million	91,595 New	91,595 $0
Q2 2021 Aug 16, 2021	SELL	$31.67 - $34.02 $20,617 - $22,147	-651 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$29.53 - $32.13 $19,224 - $20,916	651 New	651 $20,000
Q2 2020 Jul 29, 2020	SELL	$21.21 - $27.95 $104,628 - $137,877	-4,933 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$19.58 - $34.05 $32,209 - $56,012	-1,645 Reduced 25.01%	4,933 $111,000
Q4 2019 Jan 29, 2020	SELL	$29.79 - $33.61 $6,672 - $7,528	-224 Reduced 3.29%	6,578 $221,000
Q3 2019 Oct 17, 2019	SELL	$30.41 - $31.26 $41,053 - $42,201	-1,350 Reduced 16.56%	6,802 $209,000
Q2 2019 Jul 30, 2019	BUY	N/A	957 Added 13.3%	8,152 $250,000
Q1 2019 May 13, 2019	BUY	N/A	147 Added 2.09%	7,195 $222,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,099 Added 18.47%	7,048 $202,000
Q3 2018 Nov 14, 2018	BUY	N/A	699 Added 13.31%	5,949 $194,000
Q2 2018 Aug 14, 2018	BUY	N/A	1,175 Added 28.83%	5,250 $168,000
Q1 2018 May 15, 2018	SELL	N/A	-657 Reduced 13.88%	4,075 $135,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,245 Added 35.7%	4,732 $160,000
Q3 2017 Nov 15, 2017	BUY	N/A	3,487	3,487 $118,000

Others Institutions Holding IDV

# of Institutions

588

Shares Held

91.8M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Ishares Tr Transaction History