Wealthcare Advisory Partners LLC Ishares S&P 500 Growth ETF Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

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 21,453 shares of IVW stock, worth $2.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

21,453

Previous 19,602 9.44%

Holding current value

$2.22 Million

Previous $1.88 Million 16.1%

% of portfolio

0.06%

Previous 0.05%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$94.43 - $105.47 $174,789 - $195,224	1,851 Added 9.44%	21,453 $2.18 Million
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

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Wealthcare Advisory Partners LLC Ishares S&P 500 Growth ETF Transaction History