Keener Financial Planning LLC Ishares Core S&P Mid Cap ETF Transaction History

Keener Financial Planning LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$62.09 - $66.51 $5,898 - $6,318	-95 Reduced 11.45%	735 $47,000
Q2 2025 Jul 24, 2025	BUY	$51.16 - $62.02 $4,860 - $5,891	95 Added 12.93%	830 $51,000
Q4 2024 Jan 29, 2025	BUY	$61.68 - $67.87 $16,962 - $18,664	275 Added 59.78%	735 $45,000
Q1 2024 May 03, 2024	BUY	$56.98 - $284.98 $20,968 - $104,872	368 Added 400.0%	460 $28,000
Q4 2023 Jan 26, 2024	BUY	$232.04 - $279.85 $21,347 - $25,746	92 New	92 $25,000

2,800

1.18B

569K

75.3K

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