Wealth Plan Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	SELL	$38.81 - $40.84 $388 - $408	-10 Reduced 0.18%	5,422 $211 Million
Q2 2023 Jul 31, 2023	SELL	$39.32 - $40.55 $393 - $405	-10 Reduced 0.18%	5,432 $220 Million
Q1 2023 May 10, 2023	SELL	$38.2 - $40.45 $7,678 - $8,130	-201 Reduced 3.56%	5,442 $217 Million
Q4 2022 Feb 16, 2023	SELL	$36.07 - $39.57 $162,242 - $177,985	-4,498 Reduced 44.35%	5,643 $224 Million
Q1 2022 May 03, 2022	BUY	$41.74 - $45.45 $45,037 - $49,040	1,079 Added 11.91%	10,141 $411,000
Q2 2021 Aug 19, 2021	BUY	$43.8 - $45.14 $7,971 - $8,215	182 Added 2.05%	9,062 $412,000
Q1 2021 May 11, 2021	SELL	$42.87 - $44.08 $102,888 - $105,792	-2,400 Reduced 21.28%	8,880 $394,000
Q4 2020 Feb 09, 2021	SELL	$40.42 - $43.32 $93,572 - $100,285	-2,315 Reduced 17.03%	11,280 $492,000
Q3 2020 Dec 18, 2020	SELL	$39.91 - $42.11 $33,005 - $34,824	-827 Reduced 5.73%	13,595 $570,000
Q2 2020 Aug 19, 2020	SELL	$35.99 - $40.49 $112,864 - $126,976	-3,136 Reduced 17.86%	14,422 $596,000
Q1 2020 May 15, 2020	SELL	$34.02 - $40.94 $109,680 - $131,990	-3,224 Reduced 15.51%	17,558 $666,000
Q4 2019 Feb 14, 2020	BUY	$38.71 - $40.3 $353,035 - $367,536	9,120 Added 78.2%	20,782 $851,000
Q3 2019 Nov 15, 2019	BUY	$38.32 - $39.31 $220,684 - $226,386	5,759 Added 97.56%	11,662 $462,000
Q2 2019 Aug 19, 2019	BUY	$37.75 - $39.08 $222,838 - $230,689	5,903 New	5,903 $229,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

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