Wealthcare Advisory Partners LLC Ishares Russell 1000 Val ETF Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 23,670 shares of IWD stock, worth $4.58 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,670
Previous 24,051 1.58%
Holding current value
$4.58 Million
Previous $4.56 Million 3.99%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 15, 2025
SELL
$183.23 - $199.79 $69,810 - $76,119
-381 Reduced 1.58%
23,670 $4.38 Million
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $56,862 - $62,254
328 Added 1.38%
24,051 $4.56 Million
Q2 2024

Aug 09, 2024
BUY
$169.4 - $179.05 $351,505 - $371,528
2,075 Added 9.59%
23,723 $4.14 Million
Q1 2024

Apr 15, 2024
BUY
$161.84 - $179.11 $302,478 - $334,756
1,869 Added 9.45%
21,648 $3.88 Million
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $247,290 - $285,169
1,721 Added 9.53%
19,779 $3.27 Million
Q3 2023

Oct 12, 2023
SELL
$151.73 - $163.56 $8,193 - $8,832
-54 Reduced 0.3%
18,058 $2.74 Million
Q2 2023

Jul 17, 2023
SELL
$148.55 - $157.83 $151,223 - $160,670
-1,018 Reduced 5.32%
18,112 $2.86 Million
Q1 2023

May 04, 2023
BUY
$145.2 - $161.56 $117,611 - $130,863
810 Added 4.42%
19,130 $2.91 Million
Q4 2022

Feb 13, 2023
SELL
$136.78 - $158.99 $1.02 Million - $1.19 Million
-7,483 Reduced 29.0%
18,320 $2.78 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $1.06 Million - $1.26 Million
7,820 Added 43.49%
25,803 $3.51 Million
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $121,674 - $145,337
863 Added 5.04%
17,983 $2.61 Million
Q1 2022

Apr 15, 2022
SELL
$157.15 - $170.51 $107,647 - $116,799
-685 Reduced 3.85%
17,120 $2.84 Million
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $392,485 - $419,863
-2,498 Reduced 12.3%
17,805 $0
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $239,197 - $253,816
-1,547 Reduced 7.08%
20,303 $3.18 Million
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $93,856 - $99,713
614 Added 2.89%
21,850 $3.47 Million
Q1 2021

Apr 30, 2021
SELL
$134.89 - $153.0 $3.59 Million - $4.08 Million
-26,634 Reduced 55.64%
21,236 $3.22 Million
Q4 2020

Feb 12, 2021
SELL
$115.84 - $136.73 $445,404 - $525,726
-3,845 Reduced 7.43%
47,870 $6.55 Million
Q3 2020

Oct 29, 2020
BUY
$111.27 - $124.26 $649,482 - $725,305
5,837 Added 12.72%
51,715 $6.11 Million
Q2 2020

Jul 29, 2020
BUY
$94.52 - $125.14 $730,923 - $967,707
7,733 Added 20.27%
45,878 $5.17 Million
Q1 2020

Apr 29, 2020
BUY
$85.17 - $138.52 $387,267 - $629,850
4,547 Added 13.53%
38,145 $3.78 Million
Q4 2019

Jan 29, 2020
BUY
$123.85 - $136.67 $508,651 - $561,303
4,107 Added 13.93%
33,598 $4.59 Million
Q3 2019

Oct 17, 2019
BUY
$127.92 - $130.25 $104,638 - $106,544
818 Added 2.85%
29,491 $3.78 Million
Q2 2019

Jul 30, 2019
BUY
N/A
1,196 Added 4.35%
28,673 $3.65 Million
Q1 2019

May 13, 2019
BUY
N/A
399 Added 1.47%
27,477 $3.39 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,109 Reduced 7.23%
27,078 $3.01 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,290 Reduced 4.23%
29,187 $3.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,829 Added 6.38%
30,477 $3.7 Million
Q1 2018

May 15, 2018
BUY
N/A
6,174 Added 27.47%
28,648 $3.44 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-277 Reduced 1.22%
22,474 $2.79 Million
Q3 2017

Nov 15, 2017
BUY
N/A
16,327 Added 254.16%
22,751 $2.7 Million
Q2 2017

Aug 29, 2017
BUY
N/A
6,424
6,424 $748,000

Others Institutions Holding IWD

# of Institutions
1,835
Shares Held
269M
Call Options Held
703K
Put Options Held
662K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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