Wealth Plan Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$46.16 - $47.28 $82,026 - $84,016	-1,777 Reduced 33.64%	3,506 $165 Million
Q4 2022 Feb 16, 2023	SELL	$45.61 - $46.84 $328,665 - $337,529	-7,206 Reduced 57.7%	5,283 $246 Million
Q1 2022 May 03, 2022	BUY	$48.28 - $50.36 $21,339 - $22,259	442 Added 3.67%	12,489 $599,000
Q4 2021 Feb 01, 2022	SELL	$50.4 - $51.06 $39,110 - $39,622	-776 Reduced 6.05%	12,047 $601,000
Q3 2021 Dec 09, 2021	BUY	$51.04 - $51.35 $33,839 - $34,045	663 Added 5.45%	12,823 $0
Q2 2021 Aug 19, 2021	BUY	$51.18 - $51.42 $125,851 - $126,441	2,459 Added 25.35%	12,160 $623,000
Q1 2021 May 11, 2021	SELL	$51.2 - $51.67 $150,784 - $152,168	-2,945 Reduced 23.29%	9,701 $498,000
Q4 2020 Feb 09, 2021	BUY	$51.33 - $51.65 $649,119 - $653,165	12,646 New	12,646 $653,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85 Million
0.0% of portfolio

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