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 $2.38 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
20,082
Previous 10,037 100.08%
Holding current value
$2.38 Million
Previous $1.11 Million 104.33%
% of portfolio
0.97%
Previous 0.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
465
Shares Held
20.7M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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