Wealth Plan Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$67.52 - $76.0 $202,357 - $227,772	-2,997 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$74.0 - $77.04 $221,778 - $230,888	2,997 New	2,997 $220,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

8.09M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$69.5 Million
0.01% of portfolio
Ae Wealth Management LLC

933K
Shares

$47.1 Million
0.51% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$40 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

781K
Shares

$39.4 Million
0.01% of portfolio
Schroder Investment Management Group London, X0

567K
Shares

$28.6 Million
0.03% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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