Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 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 26,553 shares of DVY stock, worth $3.55 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
26,553
Previous 23,616 12.44%
Holding current value
$3.55 Million
Previous $2.86 Million 25.52%
% of portfolio
0.1%
Previous 0.09%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$119.99 - $135.74 $352,410 - $398,668
2,937 Added 12.44%
26,553 $3.59 Million
Q2 2024

Aug 09, 2024
BUY
$115.73 - $125.75 $214,679 - $233,266
1,855 Added 8.52%
23,616 $2.86 Million
Q1 2024

Apr 15, 2024
BUY
$113.31 - $123.18 $385,593 - $419,181
3,403 Added 18.54%
21,761 $2.68 Million
Q4 2023

Feb 06, 2024
BUY
$102.97 - $119.06 $59,001 - $68,221
573 Added 3.22%
18,358 $2.15 Million
Q3 2023

Oct 12, 2023
BUY
$107.44 - $118.16 $104,539 - $114,969
973 Added 5.79%
17,785 $1.91 Million
Q2 2023

Jul 17, 2023
BUY
$108.5 - $119.27 $53,816 - $59,157
496 Added 3.04%
16,812 $1.9 Million
Q1 2023

May 04, 2023
BUY
$110.68 - $126.38 $140,895 - $160,881
1,273 Added 8.46%
16,316 $1.91 Million
Q4 2022

Feb 13, 2023
BUY
$107.39 - $125.5 $228,848 - $267,440
2,131 Added 16.5%
15,043 $1.81 Million
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $43,745 - $52,105
408 Added 3.26%
12,912 $1.38 Million
Q2 2022

Aug 15, 2022
BUY
$113.21 - $132.14 $11,434 - $13,346
101 Added 0.81%
12,504 $1.47 Million
Q1 2022

Apr 15, 2022
BUY
$119.99 - $129.75 $52,435 - $56,700
437 Added 3.65%
12,403 $1.59 Million
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $211,127 - $226,301
1,846 Added 18.24%
11,966 $0
Q3 2021

Nov 15, 2021
BUY
$112.53 - $119.9 $215,832 - $229,968
1,918 Added 23.38%
10,120 $1.16 Million
Q2 2021

Aug 16, 2021
BUY
$114.14 - $123.06 $349,154 - $376,440
3,059 Added 59.48%
8,202 $956,000
Q1 2021

Apr 30, 2021
BUY
$94.76 - $115.39 $49,654 - $60,464
524 Added 11.34%
5,143 $587,000
Q4 2020

Feb 12, 2021
SELL
$81.33 - $97.54 $33,182 - $39,796
-408 Reduced 8.12%
4,619 $444,000
Q3 2020

Oct 29, 2020
SELL
$77.43 - $86.72 $16,492 - $18,471
-213 Reduced 4.06%
5,027 $410,000
Q2 2020

Jul 29, 2020
SELL
$69.37 - $91.69 $12,833 - $16,962
-185 Reduced 3.41%
5,240 $423,000
Q1 2020

Apr 29, 2020
BUY
$62.67 - $107.3 $17,547 - $30,044
280 Added 5.44%
5,425 $399,000
Q4 2019

Jan 29, 2020
BUY
$98.25 - $105.76 $1,965 - $2,115
20 Added 0.39%
5,145 $544,000
Q1 2019

May 13, 2019
BUY
N/A
197 Added 4.0%
5,125 $503,000
Q4 2018

Feb 14, 2019
BUY
N/A
16 Added 0.33%
4,928 $440,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,015 Added 26.05%
4,912 $480,000
Q1 2018

May 15, 2018
BUY
N/A
85 Added 2.23%
3,897 $371,000
Q4 2017

Feb 14, 2018
SELL
N/A
-274 Reduced 6.71%
3,812 $376,000
Q3 2017

Nov 15, 2017
BUY
N/A
4,086
4,086 $383,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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