Wealthcare Advisory Partners LLC Ishares Tr Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 6,157 shares of SHV stock, worth $678,870. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,157
Previous 6,323 2.63%
Holding current value
$678,870
Previous $698,000 2.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024
SELL
$110.05 - $110.63 $18,268 - $18,364
-166 Reduced 2.63%
6,157 $681,000
Q2 2024

Aug 09, 2024
SELL
$110.04 - $110.51 $105,418 - $105,868
-958 Reduced 13.16%
6,323 $698,000
Q1 2024

Apr 15, 2024
SELL
$110.11 - $110.57 $8,038 - $8,071
-73 Reduced 0.99%
7,281 $804,000
Q4 2023

Feb 06, 2024
SELL
$109.86 - $110.59 $185,223 - $186,454
-1,686 Reduced 18.65%
7,354 $809,000
Q3 2023

Oct 12, 2023
SELL
$109.99 - $110.5 $1,319 - $1,326
-12 Reduced 0.13%
9,040 $998,000
Q2 2023

Jul 17, 2023
BUY
$110.0 - $110.45 $4,950 - $4,970
45 Added 0.5%
9,052 $999,000
Q1 2023

May 04, 2023
BUY
$109.94 - $110.5 $323,883 - $325,533
2,946 Added 48.61%
9,007 $995,000
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $309,466 - $310,482
2,820 Added 87.01%
6,061 $666,000
Q3 2022

Nov 14, 2022
BUY
$109.92 - $110.13 $356,250 - $356,931
3,241 New
3,241 $356,000
Q2 2021

Aug 16, 2021
SELL
$110.48 - $110.53 $143,071 - $143,136
-1,295 Closed
0 $0
Q1 2021

Apr 30, 2021
SELL
$110.51 - $110.53 $153,056 - $153,084
-1,385 Reduced 51.68%
1,295 $143,000
Q4 2020

Feb 12, 2021
BUY
$110.51 - $110.7 $296,166 - $296,676
2,680 New
2,680 $296,000
Q2 2020

Jul 29, 2020
SELL
$110.71 - $110.94 $49,819 - $49,923
-450 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$110.39 - $110.72 $49,675 - $49,824
450 New
450 $50,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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