Midwest Professional Planners, Ltd. Ishares Tr Core Moderate Alloc Transaction History

Midwest Professional Planners, Ltd.

$283 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$44.53 - $46.0 $239,704 - $247,618	-5,383 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$44.74 - $45.93 $2,058 - $2,112	-46 Reduced 0.85%	5,383 $241,000
Q2 2021 Aug 10, 2021	SELL	$43.8 - $45.14 $85,453 - $88,068	-1,951 Reduced 26.44%	5,429 $245,000
Q1 2021 May 17, 2021	BUY	$42.87 - $44.08 $25,207 - $25,919	588 Added 8.66%	7,380 $271,000
Q4 2020 Mar 11, 2021	SELL	$40.42 - $43.32 $26,919 - $28,851	-666 Reduced 8.93%	6,792 $293,000

Q3 2020 Nov 06, 2020	SELL	$39.91 - $42.11 $5,747 - $6,063	-144 Reduced 1.89%	7,458 $306,000
Q2 2020 Aug 14, 2020	BUY	$35.99 - $40.49 $7,989 - $8,988	222 Added 3.01%	7,602 $303,000
Q1 2020 May 05, 2020	SELL	$34.02 - $40.94 $18,030 - $21,698	-530 Reduced 6.7%	7,380 $271,000
Q4 2019 Feb 11, 2020	BUY	$38.71 - $40.3 $425 - $443	11 Added 0.14%	7,910 $317,000
Q3 2019 Nov 14, 2019	SELL	$38.32 - $39.31 $49,049 - $50,316	-1,280 Reduced 13.94%	7,899 $310,000
Q2 2019 Aug 12, 2019	SELL	$37.75 - $39.08 $18,346 - $18,992	-486 Reduced 5.03%	9,179 $358,000
Q1 2019 May 08, 2019	SELL	$35.53 - $38.06 $781 - $837	-22 Reduced 0.23%	9,665 $368,000
Q4 2018 Feb 14, 2019	BUY	$35.24 - $37.92 $20,227 - $21,766	574 Added 6.3%	9,687 $346,000
Q3 2018 Nov 13, 2018	BUY	$37.2 - $38.08 $5,728 - $5,864	154 Added 1.72%	9,113 $345,000
Q2 2018 Aug 10, 2018	BUY	$37.34 - $37.89 $32,933 - $33,418	882 Added 10.92%	8,959 $336,000
Q1 2018 May 15, 2018	BUY	$37.16 - $39.0 $47,824 - $50,193	1,287 Added 18.95%	8,077 $305,000
Q4 2017 Feb 13, 2018	BUY	$37.87 - $38.74 $257,137 - $263,044	6,790	6,790 $258,000

Others Institutions Holding AOM

# of Institutions

241

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

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