A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 19,602 shares of IVW stock, worth $2.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,602
Previous 20,682 5.22%
Holding current value
$2.01 Million
Previous $1.91 Million 1.93%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 04, 2024

SELL
$84.77 - $97.13 $91,551 - $104,900
-1,080 Reduced 5.22%
19,602 $1.88 Million
Q2 2024

Aug 09, 2024

BUY
$79.31 - $93.31 $8,565 - $10,077
108 Added 0.52%
20,682 $1.91 Million
Q1 2024

Apr 15, 2024

SELL
$72.87 - $85.14 $1.32 Million - $1.54 Million
-18,095 Reduced 46.79%
20,574 $1.74 Million
Q4 2023

Feb 06, 2024

BUY
$65.78 - $75.4 $355,409 - $407,386
5,403 Added 16.24%
38,669 $2.9 Million
Q3 2023

Oct 12, 2023

BUY
$68.05 - $72.66 $562,501 - $600,607
8,266 Added 33.06%
33,266 $2.28 Million
Q2 2023

Jul 17, 2023

SELL
$63.21 - $70.48 $183,625 - $204,744
-2,905 Reduced 10.41%
25,000 $1.76 Million
Q1 2023

May 04, 2023

BUY
$57.25 - $63.89 $47,403 - $52,900
828 Added 3.06%
27,905 $1.78 Million
Q4 2022

Feb 13, 2023

SELL
$56.73 - $63.56 $39,370 - $44,110
-694 Reduced 2.5%
27,077 $1.58 Million
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $107,138 - $132,288
1,852 Added 7.15%
27,771 $1.61 Million
Q2 2022

Aug 15, 2022

BUY
$58.13 - $77.8 $629,140 - $842,029
10,823 Added 71.69%
25,919 $1.56 Million
Q1 2022

Apr 15, 2022

BUY
$68.33 - $84.32 $438,951 - $541,671
6,424 Added 74.08%
15,096 $1.15 Million
Q4 2021

Feb 11, 2022

SELL
$73.18 - $84.81 $91,475 - $106,012
-1,250 Reduced 12.6%
8,672 $725,000
Q3 2021

Nov 15, 2021

SELL
$72.99 - $79.0 $20,802 - $22,515
-285 Reduced 2.79%
9,922 $733,000
Q2 2021

Aug 16, 2021

BUY
$65.96 - $72.81 $10,223 - $11,285
155 Added 1.54%
10,207 $742,000
Q1 2021

Apr 30, 2021

BUY
$61.43 - $67.25 $24,756 - $27,101
403 Added 4.18%
10,052 $654,000
Q4 2020

Feb 12, 2021

BUY
$56.17 - $63.82 $412,343 - $468,502
7,341 Added 318.07%
9,649 $616,000
Q3 2020

Oct 29, 2020

BUY
$52.42 - $62.43 $24,951 - $29,716
476 Added 25.98%
2,308 $533,000
Q2 2020

Jul 29, 2020

SELL
$39.5 - $52.48 $3,120 - $4,145
-79 Reduced 4.13%
1,832 $380,000
Q1 2020

Apr 29, 2020

SELL
$36.14 - $52.65 $1,445 - $2,106
-40 Reduced 2.05%
1,911 $315,000
Q4 2019

Jan 29, 2020

BUY
$43.72 - $48.62 $19,105 - $21,246
437 Added 28.86%
1,951 $378,000
Q3 2019

Oct 17, 2019

BUY
$43.49 - $46.27 $1,783 - $1,897
41 Added 2.78%
1,514 $273,000
Q2 2019

Jul 30, 2019

SELL
$41.95 - $45.26 $10,948 - $11,812
-261 Reduced 15.05%
1,473 $264,000
Q1 2019

May 13, 2019

SELL
$36.63 - $43.33 $2,234 - $2,643
-61 Reduced 3.4%
1,734 $299,000
Q4 2018

Feb 14, 2019

SELL
$35.15 - $44.43 $11,986 - $15,150
-341 Reduced 15.96%
1,795 $271,000
Q3 2018

Nov 14, 2018

SELL
$40.58 - $44.29 $5,072 - $5,536
-125 Reduced 5.53%
2,136 $378,000
Q2 2018

Aug 14, 2018

BUY
$37.83 - $42.01 $21,109 - $23,441
558 Added 32.77%
2,261 $368,000
Q1 2018

May 15, 2018

SELL
$37.4 - $41.49 $1,683 - $1,867
-45 Reduced 2.57%
1,703 $264,000
Q4 2017

Feb 14, 2018

BUY
$35.95 - $38.73 $8,304 - $8,946
231 Added 15.23%
1,748 $267,000
Q3 2017

Nov 15, 2017

BUY
$35.46 - $35.85 $53,792 - $54,384
1,517
1,517 $218,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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