Wealthcare Advisory Partners LLC Ishares S&P Midcap 400 Growth Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,078 shares of IJK stock, worth $361,229. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,078

Previous 3,920 4.03%

Holding current value

$361,229

Previous $356,000 4.78%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$81.62 - $96.63 $12,895 - $15,267	158 Added 4.03%	4,078 $339,000
Q4 2024 Jan 15, 2025	BUY	$90.66 - $99.46 $362 - $397	4 Added 0.1%	3,920 $356,000
Q3 2024 Nov 04, 2024	SELL	$84.81 - $93.54 $18,827 - $20,765	-222 Reduced 5.36%	3,916 $359,000
Q2 2024 Aug 09, 2024	BUY	$84.85 - $91.12 $66,776 - $71,711	787 Added 23.49%	4,138 $364,000
Q1 2024 Apr 15, 2024	BUY	$76.81 - $91.25 $257,390 - $305,778	3,351 New	3,351 $305,000
Q2 2021 Aug 16, 2021	SELL	$77.05 - $83.36 $104,171 - $112,702	-1,352 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$71.22 - $80.18 $96,289 - $108,403	1,352 New	1,352 $106,000
Q2 2020 Jul 29, 2020	SELL	$41.56 - $59.34 $7,813 - $11,155	-188 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$37.62 - $61.93 $1,768 - $2,910	47 Added 33.33%	188 $34,000
Q3 2019 Oct 17, 2019	SELL	$55.64 - $57.01 $1,669 - $1,710	-30 Reduced 17.54%	141 $32,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.59%	171 $39,000
Q1 2019 May 13, 2019	SELL	N/A	-22 Reduced 11.46%	170 $37,000
Q4 2018 Feb 14, 2019	SELL	N/A	-45 Reduced 18.99%	192 $37,000
Q2 2018 Aug 14, 2018	BUY	N/A	86 Added 56.95%	237 $53,000
Q1 2018 May 15, 2018	BUY	N/A	4 Added 2.72%	151 $33,000
Q4 2017 Feb 14, 2018	BUY	N/A	50 Added 51.55%	147 $32,000
Q3 2017 Nov 15, 2017	BUY	N/A	97	97 $20,000

Others Institutions Holding IJK

# of Institutions

948

Shares Held

70.1M

Call Options Held

1.1K

Put Options Held

683

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Wealthcare Advisory Partners LLC Ishares S&P Midcap 400 Growth Transaction History