A detailed history of Wealthcare Capital Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 3,272 shares of IVW stock, worth $336,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,272
Previous 3,275 0.09%
Holding current value
$336,230
Previous $303,000 3.3%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$84.77 - $97.13 $254 - $291
-3 Reduced 0.09%
3,272 $313,000
Q2 2024

Aug 09, 2024

SELL
$79.31 - $93.31 $79 - $93
-1 Reduced 0.03%
3,275 $303,000
Q1 2024

Apr 15, 2024

SELL
$72.87 - $85.14 $5,028 - $5,874
-69 Reduced 2.06%
3,276 $276,000
Q4 2023

Feb 08, 2024

SELL
$65.78 - $75.4 $65 - $75
-1 Reduced 0.03%
3,345 $251,000
Q3 2023

Oct 12, 2023

SELL
$68.05 - $72.66 $93,840 - $100,198
-1,379 Reduced 29.19%
3,346 $228,000
Q2 2022

Aug 12, 2022

SELL
$58.13 - $77.8 $6,743 - $9,024
-116 Reduced 2.4%
4,725 $285,000
Q1 2022

Apr 12, 2022

SELL
$68.33 - $84.32 $119,099 - $146,969
-1,743 Reduced 26.47%
4,841 $370,000
Q4 2021

Feb 11, 2022

BUY
$73.18 - $84.81 $9,440 - $10,940
129 Added 2.0%
6,584 $551,000
Q3 2021

Nov 15, 2021

SELL
$72.99 - $79.0 $16,568 - $17,933
-227 Reduced 3.4%
6,455 $477,000
Q2 2021

Aug 16, 2021

SELL
$65.96 - $72.81 $54,351 - $59,995
-824 Reduced 10.98%
6,682 $486,000
Q1 2021

Apr 30, 2021

SELL
$61.43 - $67.25 $22,790 - $24,949
-371 Reduced 4.71%
7,506 $489,000
Q4 2020

Feb 02, 2021

BUY
$56.17 - $63.82 $326,628 - $371,113
5,815 Added 282.01%
7,877 $503,000
Q3 2020

Oct 28, 2020

SELL
$52.42 - $62.43 $4,350 - $5,181
-83 Reduced 3.87%
2,062 $476,000
Q2 2020

Jul 29, 2020

SELL
$39.5 - $52.48 $1,106 - $1,469
-28 Reduced 1.29%
2,145 $445,000
Q1 2020

Apr 29, 2020

SELL
$36.14 - $52.65 $2,493 - $3,632
-69 Reduced 3.08%
2,173 $359,000
Q4 2019

Jan 29, 2020

SELL
$43.72 - $48.62 $524 - $583
-12 Reduced 0.53%
2,242 $434,000
Q3 2019

Oct 17, 2019

SELL
$43.49 - $46.27 $86 - $92
-2 Reduced 0.09%
2,254 $406,000
Q4 2018

Feb 14, 2019

SELL
$35.15 - $44.43 $597 - $755
-17 Reduced 0.75%
2,256 $340,000
Q2 2018

Aug 14, 2018

BUY
$37.83 - $42.01 $491 - $546
13 Added 0.58%
2,273 $370,000
Q1 2018

May 15, 2018

SELL
$37.4 - $41.49 $4,450 - $4,937
-119 Reduced 5.0%
2,260 $350,000
Q2 2017

Aug 22, 2017

SELL
N/A
-1,004 Reduced 29.68%
2,379 $326,000
Q1 2016

Sep 20, 2017

BUY
N/A
3,383
3,383 $392,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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