Asset Planning Corporation Ishares Core S&P Sm Cap ETF Transaction History

Asset Planning Corporation

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	BUY	$87.61 - $110.11 $613 - $770	7 Added 0.27%	2,582 $279,000
Q2 2023 Jul 12, 2023	BUY	$91.14 - $99.81 $273 - $299	3 Added 0.12%	2,575 $256,000
Q1 2023 Apr 14, 2023	BUY	$92.27 - $107.68 $276 - $323	3 Added 0.12%	2,572 $248,000
Q4 2022 Jan 27, 2023	BUY	$89.09 - $102.13 $228,872 - $262,371	2,569 New	2,569 $0
Q1 2021 May 17, 2021	SELL	$91.04 - $115.01 $130,733 - $165,154	-1,436 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$71.23 - $92.42 $102,286 - $132,715	1,436 New	1,436 $132,000

2,672

520M

998K

671K

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

Stay updated on Asset Planning Corporation with notifications on news.