Wealth Plan Partners, LLC Ishares New York Muni Bond ETF Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$52.46 - $54.12 $57,338 - $59,153	-1,093 Reduced 31.97%	2,326 $124 Million
Q1 2023 May 10, 2023	BUY	$52.16 - $53.82 $178,335 - $184,010	3,419 New	3,419 $183 Million
Q4 2022 Feb 16, 2023	SELL	$50.1 - $52.99 $435,018 - $460,112	-8,683 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$54.36 - $57.92 $94,532 - $100,722	-1,739 Reduced 16.69%	8,683 $459,000
Q3 2021 Dec 09, 2021	BUY	$57.86 - $58.78 $89,393 - $90,815	1,545 Added 17.4%	10,422 $603,000
Q1 2021 May 11, 2021	BUY	$57.41 - $58.66 $28,647 - $29,271	499 Added 5.96%	8,877 $516,000
Q4 2020 Feb 09, 2021	BUY	$57.01 - $58.31 $96,917 - $99,127	1,700 Added 25.46%	8,378 $490,000
Q2 2020 Aug 19, 2020	BUY	$54.74 - $57.54 $365,553 - $384,252	6,678 New	6,678 $389,000

Others Institutions Holding NYF

# of Institutions

157

Shares Held

7.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

759K
Shares

$40.6 Million
0.13% of portfolio
Hsbc Holdings PLC London, X0

485K
Shares

$25.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

465K
Shares

$24.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$24.7 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

410K
Shares

$21.9 Million
0.03% of portfolio

About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
Industry ETFs

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