Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 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 21,277 shares of IDV stock, worth $605,968. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,277
Previous 26,494 19.69%
Holding current value
$605,968
Previous $741,000 19.57%
% of portfolio
0.02%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$26.95 - $28.13 $140,598 - $146,754
-5,217 Reduced 19.69%
21,277 $596,000
Q4 2023

Feb 06, 2024
SELL
$24.46 - $28.13 $4.53 Million - $5.21 Million
-185,091 Reduced 87.48%
26,494 $741,000
Q3 2023

Oct 12, 2023
SELL
$25.3 - $27.59 $1.5 Million - $1.63 Million
-59,186 Reduced 21.86%
211,585 $5.37 Million
Q2 2023

Jul 17, 2023
BUY
$25.86 - $28.52 $1.25 Million - $1.38 Million
48,225 Added 21.67%
270,771 $7.13 Million
Q1 2023

May 04, 2023
BUY
$26.54 - $29.5 $357,546 - $397,424
13,472 Added 6.44%
222,546 $6.12 Million
Q4 2022

Feb 13, 2023
BUY
$23.77 - $27.56 $358,427 - $415,577
15,079 Added 7.77%
209,074 $5.68 Million
Q3 2022

Nov 14, 2022
BUY
N/A
11,688 Added 6.41%
193,995 $4.37 Million
Q2 2022

Aug 15, 2022
BUY
N/A
36,206 Added 24.78%
182,307 $4.95 Million
Q1 2022

Apr 15, 2022
BUY
N/A
54,506 Added 59.51%
146,101 $4.64 Million
Q4 2021

Feb 11, 2022
BUY
N/A
91,595 New
91,595 $0
Q2 2021

Aug 16, 2021
SELL
N/A
-651 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
651 New
651 $20,000
Q2 2020

Jul 29, 2020
SELL
N/A
-4,933 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
N/A
-1,645 Reduced 25.01%
4,933 $111,000
Q4 2019

Jan 29, 2020
SELL
N/A
-224 Reduced 3.29%
6,578 $221,000
Q3 2019

Oct 17, 2019
SELL
N/A
-1,350 Reduced 16.56%
6,802 $209,000
Q2 2019

Jul 30, 2019
BUY
N/A
957 Added 13.3%
8,152 $250,000
Q1 2019

May 13, 2019
BUY
N/A
147 Added 2.09%
7,195 $222,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,099 Added 18.47%
7,048 $202,000
Q3 2018

Nov 14, 2018
BUY
N/A
699 Added 13.31%
5,949 $194,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,175 Added 28.83%
5,250 $168,000
Q1 2018

May 15, 2018
SELL
N/A
-657 Reduced 13.88%
4,075 $135,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,245 Added 35.7%
4,732 $160,000
Q3 2017

Nov 15, 2017
BUY
N/A
3,487
3,487 $118,000

Others Institutions Holding IDV

# of Institutions
462
Shares Held
77.6M
Call Options Held
83.2K
Put Options Held
22.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email