Wealth Plan Partners, LLC Ishares Core S&P U.S Growth Et Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$87.77 - $97.64 $80,397 - $89,438	-916 Reduced 48.01%	992 $96.9 Million
Q1 2023 May 10, 2023	SELL	$79.81 - $88.77 $1.03 Million - $1.15 Million	-12,904 Reduced 87.12%	1,908 $169 Million
Q4 2022 Feb 16, 2023	SELL	$78.88 - $88.47 $389,746 - $437,130	-4,941 Reduced 25.01%	14,812 $1.3 Billion
Q1 2022 May 03, 2022	SELL	$94.61 - $116.48 $42,952 - $52,881	-454 Reduced 2.25%	19,753 $1.83 Million
Q4 2021 Feb 01, 2022	BUY	$101.4 - $117.16 $45,021 - $52,019	444 Added 2.25%	20,207 $2.14 Million
Q3 2021 Dec 09, 2021	BUY	$101.41 - $109.45 $294,393 - $317,733	2,903 Added 17.22%	19,763 $2.02 Million
Q2 2021 Aug 19, 2021	BUY	$91.91 - $101.16 $168,562 - $185,527	1,834 Added 12.21%	16,860 $1.77 Million
Q1 2021 May 11, 2021	SELL	$85.7 - $93.77 $57,590 - $63,013	-672 Reduced 4.28%	15,026 $1.44 Million
Q4 2020 Feb 09, 2021	SELL	$77.7 - $88.69 $63,014 - $71,927	-811 Reduced 4.91%	15,698 $1.45 Million
Q3 2020 Dec 18, 2020	BUY	$72.62 - $86.26 $334,923 - $397,831	4,612 Added 38.77%	16,509 $1.38 Million
Q2 2020 Aug 19, 2020	BUY	$54.68 - $72.85 $650,527 - $866,696	11,897 New	11,897 $945,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

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