Wealth Plan Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Wealth Plan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$50.09 - $51.62 $44,479 - $45,838	-888 Reduced 17.43%	4,206 $213 Million
Q1 2023 May 10, 2023	BUY	$49.38 - $52.0 $31,751 - $33,436	643 Added 14.45%	5,094 $261 Million
Q4 2022 Feb 16, 2023	SELL	$47.0 - $50.83 $272,694 - $294,915	-5,802 Reduced 56.59%	4,451 $225 Million
Q1 2022 May 03, 2022	BUY	$54.28 - $58.95 $63,996 - $69,502	1,179 Added 12.99%	10,253 $535,000
Q3 2021 Dec 09, 2021	SELL	$60.06 - $61.16 $25,405 - $25,870	-423 Reduced 4.45%	9,074 $544,000
Q3 2020 Dec 18, 2020	BUY	$60.3 - $61.57 $41,667 - $42,544	691 Added 7.85%	9,497 $579,000
Q2 2020 Aug 19, 2020	BUY	$54.37 - $60.39 $478,782 - $531,794	8,806 New	8,806 $537,000

642

216M

36.9K

400

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