Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$87.7 - $105.61 $8,506 - $10,244	97 Added 3.94%	2,562 $225,000
Q1 2022 Apr 15, 2022	SELL	$102.45 - $118.45 $214,940 - $248,508	-2,098 Reduced 45.98%	2,465 $274,000
Q3 2021 Nov 15, 2021	SELL	$106.77 - $113.98 $35,767 - $38,183	-335 Reduced 6.84%	4,563 $492,000
Q2 2021 Aug 16, 2021	SELL	$101.05 - $107.97 $64,166 - $68,560	-635 Reduced 11.48%	4,898 $529,000
Q1 2021 Apr 30, 2021	SELL	$93.02 - $100.44 $368,638 - $398,043	-3,963 Reduced 41.73%	5,533 $553,000
Q4 2020 Feb 12, 2021	BUY	$81.36 - $94.32 $363,679 - $421,610	4,470 Added 88.94%	9,496 $896,000
Q3 2020 Oct 29, 2020	BUY	$76.94 - $88.82 $8,694 - $10,036	113 Added 2.3%	5,026 $838,000
Q2 2020 Jul 29, 2020	BUY	$60.32 - $80.25 $70,453 - $93,732	1,168 Added 31.19%	4,913 $752,000
Q1 2020 Apr 29, 2020	SELL	$54.71 - $84.04 $6,619 - $10,168	-121 Reduced 3.13%	3,745 $472,000
Q4 2019 Jan 29, 2020	SELL	$71.59 - $80.04 $36,940 - $41,300	-516 Reduced 11.78%	3,866 $617,000
Q2 2019 Jul 30, 2019	SELL	N/A	-1,603 Reduced 26.78%	4,382 $640,000
Q1 2019 May 13, 2019	SELL	N/A	-857 Reduced 12.53%	5,985 $845,000
Q4 2018 Feb 14, 2019	SELL	N/A	-789 Reduced 10.34%	6,842 $851,000
Q3 2018 Nov 14, 2018	SELL	N/A	-152 Reduced 1.95%	7,631 $1.11 Million
Q2 2018 Aug 14, 2018	BUY	N/A	706 Added 9.98%	7,783 $1.06 Million
Q1 2018 May 15, 2018	SELL	N/A	-36 Reduced 0.51%	7,077 $935,000
Q4 2017 Feb 14, 2018	SELL	N/A	-316 Reduced 4.25%	7,113 $950,000
Q3 2017 Nov 15, 2017	BUY	N/A	7,429	7,429 $936,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

0

Morgan Stanley New York, NY

469K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.3 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.6 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.5 Million
14.3% of portfolio

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