Wealth Plan Partners, LLC Ishares Trust Ishares Esg Awar Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$88.97 - $97.46 $1.29 Million - $1.42 Million	-14,547 Reduced 99.48%	76 $7.41 Million
Q1 2023 May 10, 2023	SELL	$84.05 - $92.64 $70,938 - $78,188	-844 Reduced 5.46%	14,623 $1.32 Billion
Q4 2022 Feb 16, 2023	SELL	$79.22 - $90.53 $1.37 Million - $1.57 Million	-17,354 Reduced 52.87%	15,467 $1.42 Billion
Q1 2022 May 03, 2022	BUY	$93.13 - $108.44 $446,185 - $519,536	4,791 Added 17.09%	32,821 $3.02 Million
Q4 2021 Feb 01, 2022	BUY	$98.21 - $108.46 $174,715 - $192,950	1,779 Added 6.78%	28,030 $2.84 Million
Q3 2021 Dec 09, 2021	BUY	$97.63 - $104.12 $382,514 - $407,942	3,918 Added 17.54%	26,251 $2.58 Million
Q2 2021 Aug 19, 2021	BUY	$91.95 - $98.47 $124,684 - $133,525	1,356 Added 6.46%	22,333 $2.27 Million
Q1 2021 May 11, 2021	BUY	$84.89 - $91.26 $139,474 - $149,940	1,643 Added 8.5%	20,977 $2 Million
Q4 2020 Feb 09, 2021	SELL	$74.43 - $86.03 $114,175 - $131,970	-1,534 Reduced 7.35%	19,334 $1.73 Million
Q3 2020 Dec 18, 2020	BUY	$70.41 - $81.56 $116,528 - $134,981	1,655 Added 8.61%	20,868 $1.68 Million
Q2 2020 Aug 19, 2020	BUY	$55.08 - $72.67 $8,537 - $11,263	155 Added 0.81%	19,213 $1.47 Million
Q1 2020 May 15, 2020	BUY	$49.98 - $75.58 $713,314 - $1.08 Million	14,272 Added 298.2%	19,058 $1.22 Million
Q4 2019 Feb 14, 2020	BUY	$63.45 - $71.63 $303,671 - $342,821	4,786 New	4,786 $360,000

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

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