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 5,993 shares of IYF stock, worth $697,645. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,993

Previous 5,993 -0.0%

Holding current value

$697,645

Previous $622,000 6.43%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$93.83 - $105.05 $15,857 - $17,753	169 Added 2.9%	5,993 $622,000
Q2 2024 Aug 09, 2024	SELL	$89.39 - $96.85 $2,949 - $3,196	-33 Reduced 0.56%	5,824 $550,000
Q1 2024 Apr 15, 2024	BUY	$83.91 - $95.65 $115,040 - $131,136	1,371 Added 30.56%	5,857 $560,000
Q4 2023 Feb 06, 2024	BUY	$70.7 - $85.68 $30,754 - $37,270	435 Added 10.74%	4,486 $383,000
Q3 2023 Oct 12, 2023	BUY	$73.99 - $79.98 $6,215 - $6,718	84 Added 2.12%	4,051 $302,000
Q1 2023 May 04, 2023	BUY	$68.23 - $82.05 $8,528 - $10,256	125 Added 3.25%	3,967 $282,000
Q3 2022 Nov 14, 2022	BUY	$67.55 - $79.83 $259,527 - $306,706	3,842 New	3,842 $260,000
Q2 2021 Aug 16, 2021	SELL	$75.91 - $83.61 $18,977 - $20,902	-250 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$65.2 - $76.35 $16,300 - $19,087	250 New	250 $19,000
Q4 2017 Feb 14, 2018	SELL	N/A	-100 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	N/A	100	100 $11,000

Others Institutions Holding IYF

# of Institutions

447

Shares Held

19.8M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Ishares Tr Transaction History