A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,857 shares of IYF stock, worth $560,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,857
Previous 4,486 30.56%
Holding current value
$560,280
Previous $383,000 46.21%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$83.91 - $95.65 $115,040 - $131,136
1,371 Added 30.56%
5,857 $560,000
Q4 2023

Feb 06, 2024

BUY
$70.7 - $85.68 $30,754 - $37,270
435 Added 10.74%
4,486 $383,000
Q3 2023

Oct 12, 2023

BUY
$73.99 - $79.98 $6,215 - $6,718
84 Added 2.12%
4,051 $302,000
Q1 2023

May 04, 2023

BUY
$68.23 - $82.05 $8,528 - $10,256
125 Added 3.25%
3,967 $282,000
Q3 2022

Nov 14, 2022

BUY
N/A
3,842 New
3,842 $260,000
Q2 2021

Aug 16, 2021

SELL
N/A
-250 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
N/A
250 New
250 $19,000
Q4 2017

Feb 14, 2018

SELL
N/A
-100 Closed
0 $0
Q3 2017

Nov 15, 2017

BUY
N/A
100
100 $11,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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