Wealth Plan Partners, LLC Ishares Tr Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$25.86 - $28.52 $92,216 - $101,702
-3,566 Reduced 46.88%
4,041 $106 Million
Q1 2023

May 10, 2023
SELL
$26.54 - $29.5 $798,296 - $887,330
-30,079 Reduced 79.81%
7,607 $209 Million
Q4 2022

Feb 16, 2023
BUY
$22.26 - $27.56 $198,959 - $246,331
8,938 Added 31.09%
37,686 $1.08 Billion
Q1 2022

May 03, 2022
BUY
$29.99 - $33.33 $140,203 - $155,817
4,675 Added 19.42%
28,748 $867,000
Q4 2021

Feb 01, 2022
BUY
$29.77 - $31.71 $40,338 - $42,967
1,355 Added 5.96%
24,073 $773,000
Q3 2021

Dec 09, 2021
SELL
$30.42 - $32.96 $107,139 - $116,085
-3,522 Reduced 13.42%
22,718 $0
Q2 2021

Aug 19, 2021
SELL
$31.67 - $34.02 $34,393 - $36,945
-1,086 Reduced 3.97%
26,240 $862,000
Q1 2021

May 11, 2021
SELL
$29.53 - $32.13 $13,790 - $15,004
-467 Reduced 1.68%
27,326 $887,000
Q4 2020

Feb 09, 2021
SELL
$24.08 - $29.73 $220,283 - $271,970
-9,148 Reduced 24.76%
27,793 $836,000
Q3 2020

Dec 18, 2020
SELL
$24.68 - $26.95 $78,729 - $85,970
-3,190 Reduced 7.95%
36,941 $999,000
Q2 2020

Aug 19, 2020
SELL
$21.21 - $27.95 $344,704 - $454,243
-16,252 Reduced 28.82%
40,131 $1.07 Million
Q1 2020

May 15, 2020
SELL
$19.58 - $34.05 $466,180 - $810,696
-23,809 Reduced 29.69%
56,383 $1.28 Million
Q4 2019

Feb 14, 2020
BUY
$29.79 - $33.61 $107,869 - $121,701
3,621 Added 4.73%
80,192 $2.73 Million
Q3 2019

Nov 15, 2019
BUY
$30.41 - $31.26 $604,459 - $621,355
19,877 Added 35.06%
76,571 $2.48 Million
Q2 2019

Aug 19, 2019
BUY
N/A
7,932 Added 16.27%
56,694 $1.67 Million
Q1 2019

May 16, 2019
BUY
N/A
476 Added 0.99%
48,762 $1.5 Million
Q4 2018

Feb 20, 2019
SELL
N/A
-6,829 Reduced 12.39%
48,286 $1.5 Million
Q3 2018

Nov 21, 2018
BUY
N/A
3,978 Added 7.78%
55,115 $1.68 Million
Q2 2018

Aug 16, 2018
BUY
N/A
10,506 Added 25.86%
51,137 $1.64 Million
Q1 2018

May 16, 2018
BUY
N/A
40,631 New
40,631 $1.34 Million

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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