Wealthcare Advisory Partners LLC Ishares Tr Msci Usa Esg Select Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$88.83 - $95.54 $156,163 - $167,959	-1,758 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$81.34 - $87.82 $142,995 - $154,387	1,758 New	1,758 $154,000
Q2 2020 Jul 29, 2020	SELL	$52.49 - $69.03 $45,561 - $59,918	-868 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$47.53 - $70.87 $142 - $212	3 Added 0.35%	868 $95,000
Q4 2019 Jan 29, 2020	BUY	$59.6 - $67.25 $238 - $269	4 Added 0.46%	865 $116,000
Q3 2019 Oct 17, 2019	BUY	$61.15 - $62.5 $244 - $250	4 Added 0.47%	861 $106,000
Q2 2019 Jul 30, 2019	BUY	N/A	4 Added 0.47%	857 $104,000
Q1 2019 May 13, 2019	SELL	N/A	-797 Reduced 48.3%	853 $101,000
Q4 2018 Feb 14, 2019	BUY	N/A	7 Added 0.43%	1,650 $170,000
Q3 2018 Nov 14, 2018	BUY	N/A	843 Added 105.38%	1,643 $196,000
Q4 2017 Feb 14, 2018	BUY	N/A	800	800 $89,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$198 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$124 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

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