Wealthcare Advisory Partners LLC Ishares Tr Dow Jones Us Medica 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
Q2 2021 Aug 16, 2021	SELL	$55.06 - $60.62 $11,837 - $13,033	-215 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$52.97 - $58.45 $11,388 - $12,566	215 New	215 $71,000
Q2 2020 Jul 29, 2020	SELL	$35.5 - $45.33 $3,869 - $4,940	-109 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$30.83 - $46.19 $6,011 - $9,007	-195 Reduced 64.14%	109 $25,000
Q4 2019 Jan 29, 2020	BUY	$39.26 - $44.28 $2,316 - $2,612	59 Added 24.08%	304 $80,000
Q3 2019 Oct 17, 2019	BUY	$39.44 - $41.95 $9,662 - $10,277	245 New	245 $61,000
Q1 2019 May 13, 2019	SELL	$31.41 - $38.92 $27,797 - $34,444	-885 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$33.54 - $37.91 $402 - $454	-12 Reduced 1.34%	885 $201,000
Q2 2018 Aug 14, 2018	BUY	$30.1 - $34.45 $361 - $413	12 Added 1.36%	897 $180,000
Q3 2017 Nov 15, 2017	BUY	$27.59 - $27.84 $7,532 - $7,600	273 Added 44.61%	885 $148,000
Q2 2017 Aug 29, 2017	BUY	N/A	612	612 $102,000

Others Institutions Holding IHI

# of Institutions

621

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

Track This Portfolio

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.