Wealthpoint, LLC ISHARES IBONDS Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
SELL
N/A
-24,489 Closed
0 $0
Q3 2021

Nov 01, 2021
SELL
N/A
-34 Reduced 0.14%
24,489 $606,000
Q2 2021

Jul 26, 2021
BUY
N/A
11 Added 0.04%
24,523 $608,000
Q1 2021

Apr 27, 2021
SELL
N/A
-331 Reduced 1.33%
24,512 $609,000
Q4 2020

Feb 08, 2021
SELL
N/A
-1,593 Reduced 6.03%
24,843 $619,000
Q3 2020

Nov 09, 2020
BUY
N/A
19 Added 0.07%
26,436 $662,000
Q2 2020

Aug 06, 2020
BUY
N/A
21 Added 0.08%
26,417 $664,000
Q1 2020

Apr 16, 2020
BUY
N/A
14 Added 0.05%
26,396 $651,000
Q4 2019

Jan 31, 2020
BUY
N/A
20 Added 0.08%
26,382 $658,000
Q3 2019

Nov 14, 2019
BUY
N/A
898 Added 3.53%
26,362 $659,000
Q2 2019

Aug 08, 2019
BUY
N/A
10,038 Added 65.07%
25,464 $635,000
Q1 2019

May 16, 2019
BUY
N/A
15,426 New
15,426 $381,000
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