Wealth Plan Partners, LLC Ishares 0 5 Year High Yield CO Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$40.8 - $41.55 $76,663 - $78,072	-1,879 Reduced 83.14%	381 $15.8 Million
Q1 2023 May 10, 2023	SELL	$40.65 - $42.2 $218,615 - $226,951	-5,378 Reduced 70.41%	2,260 $94.2 Million
Q4 2022 Feb 16, 2023	BUY	$39.79 - $41.87 $303,916 - $319,803	7,638 New	7,638 $317 Million
Q4 2020 Feb 09, 2021	SELL	$43.72 - $45.44 $219,430 - $228,063	-5,019 Closed	0 $0
Q3 2020 Dec 18, 2020	BUY	$42.81 - $44.47 $214,863 - $223,194	5,019 New	5,019 $223,000

556

125M

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