Wealth Care Investment Partners, LLC Ishares Tr Transaction History

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 37,119 shares of IEFA stock, worth $2.67 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

37,119

Previous 35,826 3.61%

Holding current value

$2.67 Million

Previous $2.6 Million 11.34%

% of portfolio

1.32%

Previous 1.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $90,626 - $101,810	1,293 Added 3.61%	37,119 $2.9 Million
Q2 2024 Jul 18, 2024	BUY	$70.77 - $76.19 $45,505 - $48,990	643 Added 1.83%	35,826 $2.6 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $66,300 - $72,420	973 Added 2.84%	35,183 $2.61 Million
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $56,886 - $65,396	928 Added 2.79%	34,210 $2.41 Million
Q3 2023 Oct 10, 2023	BUY	$64.04 - $69.58 $34,005 - $36,946	531 Added 1.62%	33,282 $2.14 Million
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $27,666 - $28,952	-419 Reduced 1.26%	32,751 $2.21 Million
Q1 2023 Apr 10, 2023	BUY	$62.17 - $67.7 $148,213 - $161,396	2,384 Added 7.74%	33,170 $2.22 Million
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $166,839 - $202,852	-3,187 Reduced 9.38%	30,786 $0
Q3 2022 Oct 17, 2022	BUY	$52.32 - $63.1 $25,375 - $30,603	485 Added 1.45%	33,973 $1.79 Million
Q2 2022 Jul 18, 2022	BUY	$57.91 - $70.46 $319,952 - $389,291	5,525 Added 19.76%	33,488 $1.97 Million
Q1 2022 Apr 14, 2022	BUY	$63.26 - $75.48 $242,728 - $289,616	3,837 Added 15.9%	27,963 $1.91 Million
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $1.75 Million - $1.88 Million	24,126 New	24,126 $1.8 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Wealth Care Investment Partners, LLC Ishares Tr Transaction History