Wealth Care Investment Partners, LLC Ishares Tr Transaction History

Wealth Care Investment Partners, LLC

$234 Million
Q1 2025

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 20,082 shares of IYF stock, worth $2.22 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

20,082

Previous 10,037 100.08%

Holding current value

$2.22 Million

Previous $1.11 Million 104.33%

% of portfolio

0.97%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$107.69 - $119.37 $1.08 Million - $1.2 Million	10,045 Added 100.08%	20,082 $2.27 Million
Q4 2024 Feb 03, 2025	BUY	$102.7 - $119.05 $1.03 Million - $1.19 Million	10,037 New	10,037 $1.11 Million
Q4 2023 Jan 18, 2024	SELL	$70.7 - $85.68 $32,734 - $39,669	-463 Reduced 14.79%	2,668 $227,000
Q3 2023 Oct 10, 2023	SELL	$73.99 - $79.98 $95,669 - $103,414	-1,293 Reduced 29.23%	3,131 $234,000
Q2 2023 Jul 13, 2023	SELL	$68.91 - $74.74 $466,176 - $505,616	-6,765 Reduced 60.46%	4,424 $330,000
Q1 2023 Apr 10, 2023	SELL	$68.23 - $82.05 $270,463 - $325,246	-3,964 Reduced 26.16%	11,189 $795,000
Q4 2022 Jan 19, 2023	SELL	$67.64 - $80.38 $412,265 - $489,916	-6,095 Reduced 28.69%	15,153 $0
Q3 2022 Oct 17, 2022	SELL	$67.55 - $79.83 $173,873 - $205,482	-2,574 Reduced 10.81%	21,248 $1.44 Million
Q2 2022 Jul 18, 2022	BUY	$67.96 - $84.37 $291,208 - $361,525	4,285 Added 21.93%	23,822 $1.67 Million
Q1 2022 Apr 14, 2022	BUY	$78.62 - $91.32 $839,740 - $975,388	10,681 Added 120.61%	19,537 $1.6 Million
Q4 2021 Feb 07, 2022	BUY	$83.02 - $90.24 $735,225 - $799,165	8,856 New	8,856 $768,000

Others Institutions Holding IYF

# of Institutions

460

Shares Held

19.1M

Call Options Held

44.4K

Put Options Held

35.3K

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About ISHARES TR

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