Wealth Plan Partners, LLC Blackrock Short Maturity Bond Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$49.93 - $50.33 $65,258 - $65,781	-1,307 Reduced 3.74%	33,614 $1.69 Billion
Q1 2024 May 07, 2024	SELL	$50.23 - $50.75 $9,995 - $10,099	-199 Reduced 0.57%	34,921 $1.76 Billion
Q4 2023 Jan 05, 2024	SELL	$49.7 - $50.52 $32,205 - $32,736	-648 Reduced 1.81%	35,120 $1.77 Billion
Q3 2023 Nov 01, 2023	SELL	$49.55 - $49.89 $68,379 - $68,848	-1,380 Reduced 3.71%	35,768 $1.78 Billion
Q2 2023 Jul 31, 2023	SELL	$49.48 - $49.72 $236,217 - $237,363	-4,774 Reduced 11.39%	37,148 $1.85 Billion
Q1 2023 May 10, 2023	SELL	$49.26 - $49.62 $5,960 - $6,004	-121 Reduced 0.29%	41,922 $2.08 Billion
Q4 2022 Feb 16, 2023	SELL	$49.01 - $49.3 $163,987 - $164,957	-3,346 Reduced 7.37%	42,043 $2.08 Billion
Q1 2022 May 03, 2022	SELL	$49.51 - $49.96 $4,307 - $4,346	-87 Reduced 0.19%	45,389 $2.25 Million
Q4 2021 Feb 01, 2022	BUY	$49.93 - $50.12 $15,478 - $15,537	310 Added 0.69%	45,476 $2.27 Million
Q3 2021 Dec 09, 2021	BUY	$50.12 - $50.16 $16,238 - $16,251	324 Added 0.72%	45,166 $0
Q2 2021 Aug 19, 2021	BUY	$50.15 - $50.21 $118,905 - $119,047	2,371 Added 5.58%	44,842 $2.25 Million
Q1 2021 May 11, 2021	SELL	$50.15 - $50.25 $288,864 - $289,440	-5,760 Reduced 11.94%	42,471 $2.13 Million
Q4 2020 Feb 09, 2021	BUY	$50.09 - $50.18 $44,980 - $45,061	898 Added 1.9%	48,231 $2.42 Million
Q3 2020 Dec 18, 2020	SELL	$49.97 - $50.15 $212,672 - $213,438	-4,256 Reduced 8.25%	47,333 $2.37 Million
Q2 2020 Aug 19, 2020	SELL	$48.5 - $50.01 $391,346 - $403,530	-8,069 Reduced 13.53%	51,589 $2.58 Million
Q1 2020 May 15, 2020	SELL	$45.53 - $50.41 $4,143 - $4,587	-91 Reduced 0.15%	59,658 $2.95 Million
Q4 2019 Feb 14, 2020	SELL	$50.21 - $50.36 $95,047 - $95,331	-1,893 Reduced 3.07%	59,749 $3.01 Million
Q3 2019 Nov 15, 2019	SELL	$50.26 - $50.34 $13,972 - $13,994	-278 Reduced 0.45%	61,642 $3.1 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-3,303 Reduced 5.06%	61,920 $3.11 Million
Q1 2019 May 16, 2019	BUY	N/A	1,881 Added 2.97%	65,223 $3.28 Million
Q4 2018 Feb 20, 2019	SELL	N/A	-588 Reduced 0.92%	63,342 $3.17 Million
Q3 2018 Nov 21, 2018	BUY	N/A	4,368 Added 7.33%	63,930 $3.2 Million
Q2 2018 Aug 16, 2018	SELL	N/A	-508 Reduced 0.85%	59,562 $2.99 Million
Q1 2018 May 16, 2018	BUY	N/A	60,070 New	60,070 $3.01 Million

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# of Institutions

347

Shares Held

38.7M

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