Wealth Plan Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$113.41 - $125.62 $18,145 - $20,099	-160 Reduced 2.71%	5,752 $723 Million
Q2 2024 Aug 09, 2024	SELL	$108.78 - $119.23 $5,221 - $5,723	-48 Reduced 0.81%	5,912 $702 Million
Q1 2024 May 07, 2024	SELL	$103.16 - $115.3 $11,553 - $12,913	-112 Reduced 1.84%	5,960 $687 Million
Q4 2023 Jan 05, 2024	SELL	$90.04 - $105.69 $25,031 - $29,381	-278 Reduced 4.38%	6,072 $639 Million
Q3 2023 Nov 01, 2023	BUY	$93.72 - $101.39 $159,792 - $172,869	1,705 Added 36.71%	6,350 $598 Million
Q2 2023 Jul 31, 2023	SELL	$89.03 - $97.84 $46,918 - $51,561	-527 Reduced 10.19%	4,645 $454 Million
Q4 2022 Feb 16, 2023	BUY	$79.44 - $90.48 $18,827 - $21,443	237 Added 4.8%	5,172 $476 Million
Q1 2022 May 03, 2022	BUY	$93.09 - $107.63 $2,699 - $3,121	29 Added 0.59%	4,935 $453,000
Q4 2021 Feb 01, 2022	SELL	$98.24 - $107.61 $17,486 - $19,154	-178 Reduced 3.5%	4,906 $494,000
Q3 2021 Dec 09, 2021	SELL	$97.33 - $103.96 $55,575 - $59,361	-571 Reduced 10.1%	5,084 $500,000
Q2 2021 Aug 19, 2021	BUY	$92.76 - $98.86 $371 - $395	4 Added 0.07%	5,655 $575,000
Q1 2021 May 11, 2021	BUY	$85.12 - $92.58 $9,022 - $9,813	106 Added 1.91%	5,651 $541,000
Q4 2020 Feb 09, 2021	SELL	$74.05 - $86.22 $43,689 - $50,869	-590 Reduced 9.62%	5,545 $498,000
Q3 2020 Dec 18, 2020	SELL	$69.81 - $80.47 $45,795 - $52,788	-656 Reduced 9.66%	6,135 $492,000
Q2 2020 Aug 19, 2020	SELL	$54.49 - $72.8 $34,764 - $46,446	-638 Reduced 8.59%	6,791 $516,000
Q1 2020 May 15, 2020	SELL	$49.67 - $76.42 $1,887 - $2,903	-38 Reduced 0.51%	7,429 $471,000
Q4 2019 Feb 14, 2020	SELL	$65.12 - $72.96 $63,882 - $71,573	-981 Reduced 11.61%	7,467 $568,000
Q3 2019 Nov 15, 2019	BUY	$64.37 - $68.57 $18,087 - $19,268	281 Added 3.44%	8,448 $590,000
Q2 2019 Aug 19, 2019	BUY	$62.47 - $67.06 $243,070 - $260,930	3,891 Added 91.0%	8,167 $542,000
Q1 2019 May 16, 2019	BUY	$55.45 - $64.92 $39,036 - $45,703	704 Added 19.71%	4,276 $278,000
Q4 2018 Feb 20, 2019	SELL	$53.25 - $66.76 $4,153 - $5,207	-78 Reduced 2.14%	3,572 $227,000
Q3 2018 Nov 21, 2018	BUY	$62.51 - $67.36 $228,161 - $245,864	3,650 New	3,650 $220,000

Others Institutions Holding ITOT

# of Institutions

1,434

Shares Held

327M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account