Wealthcare Advisory Partners LLC Ishares Russell Midcap Value E Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 7,524 shares of IWS stock, worth $987,825. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,524
Previous 4,910 53.24%
Holding current value
$987,825
Previous $649,000 49.92%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$128.08 - $140.32 $334,801 - $366,796
2,614 Added 53.24%
7,524 $973,000
Q3 2024

Nov 04, 2024
SELL
$119.52 - $132.25 $128,603 - $142,301
-1,076 Reduced 17.98%
4,910 $649,000
Q2 2024

Aug 09, 2024
BUY
$117.31 - $125.13 $162,943 - $173,805
1,389 Added 30.22%
5,986 $722,000
Q1 2024

Apr 15, 2024
SELL
$112.43 - $125.33 $66,446 - $74,070
-591 Reduced 11.39%
4,597 $576,000
Q4 2023

Feb 06, 2024
BUY
$97.63 - $117.08 $241,829 - $290,007
2,477 Added 91.37%
5,188 $603,000
Q3 2023

Oct 12, 2023
SELL
$103.48 - $114.68 $3,932 - $4,357
-38 Reduced 1.38%
2,711 $282,000
Q2 2023

Jul 17, 2023
BUY
$101.5 - $109.84 $279,023 - $301,950
2,749 New
2,749 $301,000
Q4 2022

Feb 13, 2023
BUY
$96.57 - $111.69 $191,498 - $221,481
1,983 New
1,983 $208,000
Q2 2021

Aug 16, 2021
SELL
$110.51 - $117.85 $123,992 - $132,227
-1,122 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$95.27 - $111.97 $106,892 - $125,630
1,122 New
1,122 $123,000
Q2 2020

Jul 29, 2020
SELL
$59.9 - $85.49 $160,352 - $228,856
-2,677 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$54.38 - $96.81 $16,531 - $29,430
304 Added 12.81%
2,677 $172,000
Q4 2019

Jan 29, 2020
BUY
$86.25 - $94.77 $5,778 - $6,349
67 Added 2.91%
2,373 $225,000
Q3 2019

Oct 17, 2019
BUY
$84.39 - $91.13 $140,424 - $151,640
1,664 Added 259.19%
2,306 $207,000
Q2 2019

Jul 30, 2019
SELL
$83.93 - $89.74 $19,136 - $20,460
-228 Reduced 26.21%
642 $57,000
Q4 2018

Feb 14, 2019
SELL
$72.26 - $90.19 $46,463 - $57,992
-643 Reduced 42.5%
870 $66,000
Q3 2018

Nov 14, 2018
BUY
$88.08 - $92.33 $616 - $646
7 Added 0.46%
1,513 $137,000
Q2 2018

Aug 14, 2018
BUY
$84.61 - $90.01 $31,474 - $33,483
372 Added 32.8%
1,506 $133,000
Q1 2018

May 15, 2018
BUY
$83.92 - $92.83 $59,583 - $65,909
710 Added 167.45%
1,134 $98,000
Q3 2017

Nov 15, 2017
BUY
$84.38 - $84.93 $4,978 - $5,010
59 Added 16.16%
424 $36,000
Q2 2017

Aug 29, 2017
BUY
N/A
365
365 $31,000

Others Institutions Holding IWS

# of Institutions
1,021
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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