Wealthcare Capital Management LLC Ishares Tr Transaction History

Wealthcare Capital Management LLC

$978 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$75.91 - $83.61 $14,119 - $15,551	-186 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$65.2 - $76.35 $12,127 - $14,201	186 New	186 $14,000

Others Institutions Holding IYF

# of Institutions

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

About ISHARES TR

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