Wealthcare Advisory Partners LLC Ishares Dj Us Tech ETF Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 5,531 shares of IYW stock, worth $890,048. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,531
Previous 6,002 7.85%
Holding current value
$890,048
Previous $903,000 7.2%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 04, 2024
SELL
$133.16 - $158.73 $62,718 - $74,761
-471 Reduced 7.85%
5,531 $838,000
Q2 2024

Aug 09, 2024
BUY
$124.75 - $153.46 $118,013 - $145,173
946 Added 18.71%
6,002 $903,000
Q1 2024

Apr 15, 2024
BUY
$117.5 - $136.59 $252,037 - $292,985
2,145 Added 73.69%
5,056 $682,000
Q4 2023

Feb 06, 2024
SELL
$101.31 - $123.31 $16,817 - $20,469
-166 Reduced 5.39%
2,911 $357,000
Q3 2023

Oct 12, 2023
SELL
$103.39 - $113.67 $74,957 - $82,410
-725 Reduced 19.07%
3,077 $322,000
Q2 2023

Jul 17, 2023
SELL
$88.68 - $109.37 $151,376 - $186,694
-1,707 Reduced 30.99%
3,802 $413,000
Q1 2023

May 04, 2023
SELL
$72.54 - $92.81 $7,108 - $9,095
-98 Reduced 1.75%
5,509 $511,000
Q4 2022

Feb 13, 2023
SELL
$71.52 - $81.72 $50,135 - $57,285
-701 Reduced 11.11%
5,607 $417,000
Q3 2022

Nov 14, 2022
BUY
$73.37 - $94.5 $208,444 - $268,474
2,841 Added 81.94%
6,308 $463,000
Q2 2022

Aug 15, 2022
SELL
$77.53 - $105.04 $21,320 - $28,886
-275 Reduced 7.35%
3,467 $277,000
Q1 2022

Apr 15, 2022
SELL
$90.78 - $115.41 $188,822 - $240,052
-2,080 Reduced 35.73%
3,742 $386,000
Q4 2021

Feb 11, 2022
SELL
$100.11 - $117.09 $50,755 - $59,364
-507 Reduced 8.01%
5,822 $668,000
Q3 2021

Nov 15, 2021
BUY
$98.99 - $108.87 $91,565 - $100,704
925 Added 17.12%
6,329 $641,000
Q2 2021

Aug 16, 2021
SELL
$86.67 - $99.76 $12,220 - $14,066
-141 Reduced 2.54%
5,404 $537,000
Q1 2021

Apr 30, 2021
BUY
$82.45 - $93.1 $55,818 - $63,028
677 Added 13.91%
5,545 $486,000
Q4 2020

Feb 12, 2021
BUY
$73.15 - $85.83 $283,163 - $332,247
3,871 Added 388.26%
4,868 $414,000
Q3 2020

Oct 29, 2020
BUY
$67.71 - $82.47 $67,506 - $82,222
997 New
997 $300,000
Q2 2020

Jul 29, 2020
SELL
$48.73 - $67.63 $10,330 - $14,337
-212 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$45.35 - $65.22 $1,043 - $1,500
23 Added 12.17%
212 $43,000
Q4 2019

Jan 29, 2020
BUY
$49.62 - $58.5 $942 - $1,111
19 Added 11.18%
189 $44,000
Q2 2019

Jul 30, 2019
BUY
$44.72 - $51.35 $7,602 - $8,729
170 New
170 $34,000

Others Institutions Holding IYW

# of Institutions
1,153
Shares Held
81.2M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email