Wealthcare Advisory Partners LLC Ishares Barclays Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 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 567,910 shares of IEF stock, worth $53.2 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

567,910

Previous 520,604 9.09%

Holding current value

$53.2 Million

Previous $51.1 Million 2.78%

% of portfolio

1.5%

Previous 1.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$92.08 - $98.18 $4.36 Million - $4.64 Million	47,306 Added 9.09%	567,910 $52.5 Million
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

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Wealthcare Advisory Partners LLC Ishares Barclays Transaction History