Wealthcare Advisory Partners LLC Ishares U.S. Treasury Bond ETF Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$21.99 - $23.01 $362,483 - $379,296	16,484 New	16,484 $363,000
Q2 2021 Aug 16, 2021	SELL	$26.19 - $26.61 $149,832 - $152,235	-5,721 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$26.12 - $27.38 $51,613 - $54,102	-1,976 Reduced 25.67%	5,721 $150,000
Q4 2020 Feb 12, 2021	BUY	$27.24 - $27.93 $209,666 - $214,977	7,697 New	7,697 $210,000
Q2 2020 Jul 29, 2020	SELL	$27.57 - $28.24 $88,968 - $91,130	-3,227 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$25.99 - $28.27 $45,950 - $49,981	1,768 Added 121.18%	3,227 $90,000
Q4 2019 Jan 29, 2020	BUY	$25.86 - $26.56 $51 - $53	2 Added 0.14%	1,459 $38,000
Q3 2019 Oct 17, 2019	BUY	$25.93 - $26.35 $17,476 - $17,759	674 Added 86.08%	1,457 $38,000
Q1 2018 May 15, 2018	SELL	N/A	-1,217 Reduced 60.85%	783 $19,000
Q4 2017 Feb 14, 2018	SELL	N/A	-159 Reduced 7.36%	2,000 $50,000
Q3 2017 Nov 15, 2017	BUY	N/A	2,159	2,159 $54,000

Others Institutions Holding GOVT

# of Institutions

776

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

Bank Of America Corp Charlotte, NC

377M
Shares

$8.45 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

108M
Shares

$2.42 Billion
1.16% of portfolio
Envestnet Asset Management Inc

68M
Shares

$1.53 Billion
0.53% of portfolio
Truist Financial Corp

65.4M
Shares

$1.47 Billion
2.44% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

36.6M
Shares

$822 Million
0.55% of portfolio

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
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