Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 78,432 shares of IEFA stock, worth $5.92 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

78,432

Previous 79,974 1.93%

Holding current value

$5.92 Million

Previous $6.24 Million 11.68%

% of portfolio

0.16%

Previous 0.18%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$70.06 - $77.43 $108,032 - $119,397	-1,542 Reduced 1.93%	78,432 $5.51 Million
Q3 2024 Nov 04, 2024	BUY	$70.09 - $78.74 $2.66 Million - $2.99 Million	38,002 Added 90.54%	79,974 $6.24 Million
Q2 2024 Aug 09, 2024	BUY	$70.77 - $76.19 $110,188 - $118,627	1,557 Added 3.85%	41,972 $3.05 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $151,338 - $165,309	2,221 Added 5.82%	40,415 $3 Million
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $73,621 - $84,634	-1,201 Reduced 3.05%	38,194 $2.69 Million
Q3 2023 Oct 12, 2023	SELL	$64.04 - $69.58 $188,277 - $204,565	-2,940 Reduced 6.94%	39,395 $2.54 Million
Q2 2023 Jul 17, 2023	SELL	$66.03 - $69.1 $327,640 - $342,874	-4,962 Reduced 10.49%	42,335 $2.86 Million
Q1 2023 May 04, 2023	SELL	$62.17 - $67.7 $360,834 - $392,930	-5,804 Reduced 10.93%	47,297 $3.16 Million
Q4 2022 Feb 13, 2023	SELL	$52.35 - $63.65 $5.96 Million - $7.25 Million	-113,930 Reduced 68.21%	53,101 $3.27 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $7.79 Million - $9.39 Million	148,833 Added 817.85%	167,031 $8.8 Million
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $58,662 - $71,375	-1,013 Reduced 5.27%	18,198 $1.07 Million
Q1 2022 Apr 15, 2022	SELL	$63.26 - $75.48 $424,854 - $506,923	-6,716 Reduced 25.9%	19,211 $1.34 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $344,071 - $369,748	4,755 Added 22.46%	25,927 $1.94 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $258,495 - $276,984	3,542 Added 20.09%	21,172 $1.57 Million
Q2 2021 Aug 16, 2021	SELL	$73.11 - $77.88 $50,811 - $54,126	-695 Reduced 3.79%	17,630 $1.32 Million
Q1 2021 Apr 30, 2021	SELL	$68.58 - $73.12 $21,465 - $22,886	-313 Reduced 1.68%	18,325 $1.32 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $161,485 - $193,654	2,778 Added 17.52%	18,638 $1.29 Million
Q3 2020 Oct 29, 2020	BUY	$57.43 - $62.28 $207,552 - $225,079	3,614 Added 29.51%	15,860 $956,000
Q2 2020 Jul 29, 2020	SELL	$47.43 - $60.75 $19,493 - $24,968	-411 Reduced 3.25%	12,246 $700,000
Q1 2020 Apr 29, 2020	BUY	$43.31 - $66.12 $101,821 - $155,448	2,351 Added 22.81%	12,657 $631,000
Q4 2019 Jan 29, 2020	BUY	$59.36 - $65.51 $291,576 - $321,785	4,912 Added 91.06%	10,306 $672,000
Q3 2019 Oct 17, 2019	SELL	$57.44 - $62.42 $83,460 - $90,696	-1,453 Reduced 21.22%	5,394 $329,000
Q2 2019 Jul 30, 2019	BUY	$59.39 - $62.73 $216,001 - $228,149	3,637 Added 113.3%	6,847 $420,000
Q1 2019 May 13, 2019	SELL	$54.44 - $61.46 $26,022 - $29,377	-478 Reduced 12.96%	3,210 $195,000
Q4 2018 Feb 14, 2019	SELL	$53.06 - $64.19 $76,300 - $92,305	-1,438 Reduced 28.05%	3,688 $203,000
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $53,474 - $56,363	865 Added 20.3%	5,126 $328,000
Q2 2018 Aug 14, 2018	BUY	$62.74 - $67.79 $44,545 - $48,130	710 Added 19.99%	4,261 $270,000
Q1 2018 May 15, 2018	SELL	$64.18 - $70.84 $6,738 - $7,438	-105 Reduced 2.87%	3,551 $234,000
Q4 2017 Feb 14, 2018	BUY	$64.09 - $66.44 $210,792 - $218,521	3,289 Added 896.19%	3,656 $242,000
Q3 2017 Nov 15, 2017	BUY	$62.19 - $64.17 $18,657 - $19,251	300 Added 447.76%	367 $24,000
Q2 2017 Aug 29, 2017	BUY	N/A	67	67 $4,000

Others Institutions Holding IEFA

# of Institutions

2,156

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

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About ISHARES TR

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Wealthcare Advisory Partners LLC Ishares Tr Transaction History