Wealthcare Advisory Partners LLC Ishares Barclays Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 520,604 shares of IEF stock, worth $47.5 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

520,604

Previous 515,334 1.02%

Holding current value

$47.5 Million

Previous $48.3 Million 5.84%

% of portfolio

1.49%

Previous 1.54%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $488,370 - $522,467	5,270 Added 1.02%	520,604 $51.1 Million
Q2 2024 Aug 09, 2024	BUY	$91.24 - $94.6 $2.74 Million - $2.84 Million	30,022 Added 6.19%	515,334 $48.3 Million
Q1 2024 Apr 15, 2024	BUY	$93.54 - $96.82 $3.97 Million - $4.11 Million	42,479 Added 9.59%	485,312 $45.9 Million
Q4 2023 Feb 06, 2024	SELL	$88.95 - $97.0 $1.28 Million - $1.4 Million	-14,434 Reduced 3.16%	442,833 $42.7 Million
Q3 2023 Oct 12, 2023	BUY	$91.32 - $97.13 $2.53 Million - $2.69 Million	27,714 Added 6.45%	457,267 $41.9 Million
Q2 2023 Jul 17, 2023	SELL	$96.39 - $100.48 $7.6 Million - $7.92 Million	-78,799 Reduced 15.5%	429,553 $41.5 Million
Q1 2023 May 04, 2023	BUY	$94.41 - $100.02 $565,799 - $599,419	5,993 Added 1.19%	508,352 $50.4 Million
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $3.76 Million - $4.01 Million	40,473 Added 8.76%	502,359 $48.1 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $3.83 Million - $4.28 Million	40,555 Added 9.63%	461,886 $44.3 Million
Q2 2022 Aug 15, 2022	SELL	$98.15 - $106.65 $33.5 Million - $36.4 Million	-341,615 Reduced 44.78%	421,331 $43.1 Million
Q1 2022 Apr 15, 2022	BUY	$106.08 - $113.93 $22.4 Million - $24 Million	210,983 Added 38.22%	762,946 $82 Million
Q4 2021 Feb 11, 2022	BUY	$113.55 - $116.36 $36 Million - $36.9 Million	316,695 Added 134.61%	551,963 $63.5 Million
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $6.5 Million - $6.68 Million	56,541 Added 31.64%	235,268 $27.1 Million
Q2 2021 Aug 16, 2021	SELL	$113.04 - $115.78 $1.09 Million - $1.12 Million	-9,666 Reduced 5.13%	178,727 $20.6 Million
Q1 2021 Apr 30, 2021	SELL	$112.93 - $119.98 $1.98 Million - $2.11 Million	-17,555 Reduced 8.52%	188,393 $21.3 Million
Q4 2020 Feb 12, 2021	BUY	$119.27 - $121.81 $1.53 Million - $1.56 Million	12,829 Added 6.64%	205,948 $24.7 Million
Q3 2020 Oct 29, 2020	BUY	$121.18 - $123.06 $2.14 Million - $2.17 Million	17,661 Added 10.07%	193,119 $23.5 Million
Q2 2020 Jul 29, 2020	BUY	$119.77 - $122.41 $614,779 - $628,330	5,133 Added 3.01%	175,458 $21.4 Million
Q1 2020 Apr 29, 2020	SELL	$110.73 - $121.48 $5.63 Million - $6.18 Million	-50,839 Reduced 22.99%	170,325 $20.7 Million
Q4 2019 Jan 29, 2020	BUY	$110.18 - $113.81 $3.59 Million - $3.71 Million	32,571 Added 17.27%	221,164 $24.4 Million
Q3 2019 Oct 17, 2019	BUY	$108.93 - $114.25 $1.3 Million - $1.36 Million	11,928 Added 6.75%	188,593 $21.2 Million
Q2 2019 Jul 30, 2019	SELL	$105.05 - $110.09 $145,494 - $152,474	-1,385 Reduced 0.78%	176,665 $19.4 Million
Q1 2019 May 13, 2019	SELL	$103.43 - $106.84 $4.08 Million - $4.21 Million	-39,430 Reduced 18.13%	178,050 $19 Million
Q4 2018 Feb 14, 2019	BUY	$99.72 - $104.2 $991,117 - $1.04 Million	9,939 Added 4.79%	217,480 $22.7 Million
Q3 2018 Nov 14, 2018	BUY	$100.79 - $102.89 $1.71 Million - $1.74 Million	16,951 Added 8.89%	207,541 $21 Million
Q2 2018 Aug 14, 2018	BUY	$100.36 - $103.12 $1.87 Million - $1.92 Million	18,598 Added 10.81%	190,590 $19.5 Million
Q1 2018 May 15, 2018	BUY	$101.6 - $105.33 $3.49 Million - $3.62 Million	34,392 Added 24.99%	171,992 $17.7 Million
Q4 2017 Feb 14, 2018	BUY	$105.0 - $106.86 $1.05 Million - $1.07 Million	10,000 Added 7.84%	137,600 $14.5 Million
Q3 2017 Nov 15, 2017	BUY	$106.52 - $107.22 $735,201 - $740,032	6,902 Added 5.72%	127,600 $13.6 Million
Q2 2017 Aug 29, 2017	BUY	N/A	120,698	120,698 $12.9 Million

Others Institutions Holding IEF

# of Institutions

1,053

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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 Barclays Transaction History