Partners In Financial Planning Ishares Inc Transaction History

Partners In Financial Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Feb 26, 2025	SELL	$53.64 - $53.64 $6,275 - $6,275	-117 Reduced 2.67%	4,264 $245 Million
Q2 2024 Feb 26, 2025	BUY	$50.02 - $54.95 $12,204 - $13,407	244 Added 5.9%	4,381 $235 Million
Q1 2024 Feb 26, 2025	SELL	$47.6 - $51.96 $1,475 - $1,610	-31 Reduced 0.74%	4,137 $213 Million
Q4 2023 Feb 26, 2025	SELL	$45.74 - $50.64 $137 - $151	-3 Reduced 0.07%	4,168 $211 Million
Q2 2023 Feb 26, 2025	BUY	$47.35 - $50.88 $473 - $508	10 Added 0.24%	4,171 $206 Million
Q1 2023 Feb 26, 2025	BUY	$46.2 - $52.12 $192,238 - $216,871	4,161 New	4,161 $203 Million

1,998

1.25B

143K

22.9K

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

Stay updated on Partners In Financial Planning with notifications on news.