Wealthcare Advisory Partners LLC Ishares Tr Russell 1000 ETF Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 26,654 shares of IWB stock, worth $8.91 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

26,654

Previous 27,812 4.16%

Holding current value

$8.91 Million

Previous $8.74 Million 1.8%

% of portfolio

0.25%

Previous 0.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$311.11 - $335.64 $360,265 - $388,671	-1,158 Reduced 4.16%	26,654 $8.59 Million
Q3 2024 Nov 04, 2024	SELL	$283.28 - $314.39 $100,564 - $111,608	-355 Reduced 1.26%	27,812 $8.74 Million
Q2 2024 Aug 09, 2024	SELL	$272.21 - $298.72 $510,938 - $560,697	-1,877 Reduced 6.25%	28,167 $8.38 Million
Q1 2024 Apr 15, 2024	SELL	$257.46 - $288.1 $514 - $576	-2 Reduced 0.01%	30,044 $8.65 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $2.97 Million - $3.47 Million	13,200 Added 78.36%	30,046 $7.88 Million
Q3 2023 Oct 12, 2023	SELL	$234.05 - $252.17 $845,388 - $910,838	-3,612 Reduced 17.66%	16,846 $3.96 Million
Q2 2023 Jul 17, 2023	SELL	$221.85 - $243.74 $997,659 - $1.1 Million	-4,497 Reduced 18.02%	20,458 $4.99 Million
Q1 2023 May 04, 2023	SELL	$208.78 - $230.55 $2.89 Million - $3.19 Million	-13,841 Reduced 35.68%	24,955 $5.62 Million
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $6.68 Million - $7.61 Million	-33,918 Reduced 46.65%	38,796 $8.17 Million
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $14 Million - $16.8 Million	70,840 Added 3780.15%	72,714 $14.3 Million
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $205,251 - $258,517	1,021 Added 119.7%	1,874 $389,000
Q1 2022 Apr 15, 2022	SELL	$230.48 - $266.11 $185,997 - $214,750	-807 Reduced 48.61%	853 $213,000
Q4 2021 Feb 11, 2022	BUY	$241.33 - $266.02 $76,501 - $84,328	317 Added 23.6%	1,660 $0
Q3 2021 Nov 15, 2021	BUY	$239.32 - $255.42 $14,359 - $15,325	60 Added 4.68%	1,343 $325,000
Q2 2021 Aug 16, 2021	BUY	$226.48 - $242.11 $172,804 - $184,729	763 Added 146.73%	1,283 $311,000
Q1 2021 Apr 30, 2021	BUY	$208.89 - $225.24 $108,622 - $117,124	520 New	520 $116,000
Q2 2020 Jul 29, 2020	SELL	$135.3 - $179.75 $83,615 - $111,085	-618 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$122.99 - $188.06 $42,677 - $65,256	347 Added 128.04%	618 $87,000
Q3 2018 Nov 14, 2018	BUY	N/A	171 Added 171.0%	271 $44,000
Q3 2017 Nov 15, 2017	BUY	N/A	100	100 $14,000

Others Institutions Holding IWB

# of Institutions

1,392

Shares Held

92.8M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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.

Account

Wealthcare Advisory Partners LLC Ishares Tr Russell 1000 ETF Transaction History