Wealthcare Advisory Partners LLC Ishares S&P Midcap 400 Value E Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 3,756 shares of IJJ stock, worth $451,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,756
Previous 4,010 6.33%
Holding current value
$451,170
Previous $495,000 5.25%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$121.89 - $135.52 $30,960 - $34,422
-254 Reduced 6.33%
3,756 $469,000
Q3 2024

Nov 04, 2024
SELL
$111.9 - $124.28 $76,987 - $85,504
-688 Reduced 14.64%
4,010 $495,000
Q2 2024

Aug 09, 2024
SELL
$109.44 - $118.4 $2,736 - $2,960
-25 Reduced 0.53%
4,698 $533,000
Q1 2024

Apr 15, 2024
BUY
$109.27 - $118.29 $127,955 - $138,517
1,171 Added 32.97%
4,723 $558,000
Q4 2023

Feb 06, 2024
SELL
$93.05 - $115.17 $75,742 - $93,748
-814 Reduced 18.64%
3,552 $405,000
Q3 2023

Oct 12, 2023
BUY
$99.46 - $111.92 $96,675 - $108,786
972 Added 28.64%
4,366 $440,000
Q2 2023

Jul 17, 2023
SELL
$97.74 - $107.13 $106,732 - $116,985
-1,092 Reduced 24.34%
3,394 $363,000
Q1 2023

May 04, 2023
BUY
$97.23 - $116.09 $3,403 - $4,063
35 Added 0.79%
4,486 $461,000
Q4 2022

Feb 13, 2023
SELL
$91.7 - $106.74 $77,578 - $90,302
-846 Reduced 15.97%
4,451 $448,000
Q3 2022

Nov 14, 2022
SELL
$90.0 - $107.68 $41,490 - $49,640
-461 Reduced 8.01%
5,297 $477,000
Q2 2022

Aug 15, 2022
SELL
$91.51 - $110.2 $381,047 - $458,872
-4,164 Reduced 41.97%
5,758 $544,000
Q1 2022

Apr 15, 2022
SELL
$102.52 - $112.86 $186,586 - $205,405
-1,820 Reduced 15.5%
9,922 $1.09 Million
Q4 2021

Feb 11, 2022
SELL
$103.36 - $113.35 $31,834 - $34,911
-308 Reduced 2.56%
11,742 $0
Q3 2021

Nov 15, 2021
BUY
$99.84 - $108.44 $25,658 - $27,869
257 Added 2.18%
12,050 $1.24 Million
Q2 2021

Aug 16, 2021
SELL
$102.45 - $110.12 $51,532 - $55,390
-503 Reduced 4.09%
11,793 $1.24 Million
Q1 2021

Apr 30, 2021
BUY
$84.81 - $105.35 $135,950 - $168,876
1,603 Added 14.99%
12,296 $1.25 Million
Q4 2020

Feb 12, 2021
BUY
$68.27 - $86.35 $315,885 - $399,541
4,627 Added 76.28%
10,693 $923,000
Q3 2020

Oct 29, 2020
BUY
$63.93 - $72.86 $50,696 - $57,777
793 Added 15.04%
6,066 $818,000
Q2 2020

Jul 29, 2020
BUY
$50.55 - $75.5 $46,708 - $69,762
924 Added 21.25%
5,273 $701,000
Q1 2020

Apr 29, 2020
BUY
$46.62 - $86.52 $49,883 - $92,576
1,070 Added 32.63%
4,349 $477,000
Q4 2019

Jan 29, 2020
BUY
$76.36 - $85.59 $44,365 - $49,727
581 Added 21.53%
3,279 $560,000
Q3 2019

Oct 17, 2019
BUY
$79.13 - $81.47 $16,142 - $16,619
204 Added 8.18%
2,698 $431,000
Q2 2019

Jul 30, 2019
BUY
N/A
166 Added 7.13%
2,494 $398,000
Q1 2019

May 13, 2019
BUY
N/A
165 Added 7.63%
2,328 $365,000
Q4 2018

Feb 14, 2019
BUY
N/A
89 Added 4.29%
2,163 $299,000
Q3 2018

Nov 14, 2018
SELL
N/A
-68 Reduced 3.17%
2,074 $347,000
Q2 2018

Aug 14, 2018
BUY
N/A
428 Added 24.97%
2,142 $347,000
Q1 2018

May 15, 2018
BUY
N/A
431 Added 33.59%
1,714 $265,000
Q4 2017

Feb 14, 2018
BUY
N/A
62 Added 5.08%
1,283 $205,000
Q3 2017

Nov 15, 2017
BUY
N/A
428 Added 53.97%
1,221 $187,000
Q2 2017

Aug 29, 2017
BUY
N/A
793
793 $118,000

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email