Wealth Plan Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $181,512 - $229,193	1,119 New	1,119 $224,000
Q1 2023 May 08, 2023	SELL	$170.25 - $198.32 $235,796 - $274,673	-1,385 Reduced 72.93%	514 $91,000
Q4 2022 Feb 15, 2023	BUY	$166.81 - $188.05 $90,744 - $102,299	544 Added 40.15%	1,899 $331,000
Q3 2022 Dec 12, 2022	SELL	$164.17 - $201.07 $1.06 Million - $1.3 Million	-6,484 Reduced 82.71%	1,355 $243,000
Q1 2022 Sep 07, 2022	BUY	$191.52 - $225.32 $1.5 Million - $1.77 Million	7,839 New	7,839 $1.45 Million

2,547

294M

232M

363M

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