Midwest Professional Planners, Ltd. Ishares Tr Core Growth Allocat Transaction History

Midwest Professional Planners, Ltd.

$324 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	SELL	$44.27 - $49.42 $2,434 - $2,718	-55 Reduced 1.17%	4,665 $220,000
Q3 2022 Nov 10, 2022	SELL	$44.78 - $50.98 $18,225 - $20,748	-407 Reduced 7.94%	4,720 $211,000
Q2 2022 Aug 09, 2022	BUY	$47.07 - $54.22 $35,067 - $40,393	745 Added 17.0%	5,127 $246,000
Q1 2022 May 11, 2022	SELL	$51.69 - $57.18 $17,677 - $19,555	-342 Reduced 7.24%	4,382 $236,000
Q4 2021 Feb 10, 2022	SELL	$55.21 - $57.77 $10,213 - $10,687	-185 Reduced 3.77%	4,724 $270,000
Q3 2021 Nov 08, 2021	SELL	$55.25 - $57.29 $19,724 - $20,452	-357 Reduced 6.78%	4,909 $272,000
Q2 2021 Aug 10, 2021	SELL	$54.04 - $56.17 $107,161 - $111,385	-1,983 Reduced 27.36%	5,266 $295,000
Q1 2021 May 17, 2021	SELL	$52.05 - $53.97 $14,626 - $15,165	-281 Reduced 3.73%	7,249 $300,000
Q4 2020 Mar 11, 2021	SELL	$47.5 - $52.36 $12,872 - $14,189	-271 Reduced 3.47%	7,530 $393,000
Q3 2020 Nov 06, 2020	BUY	$46.46 - $50.06 $7,294 - $7,859	157 Added 2.05%	7,801 $378,000
Q2 2020 Aug 14, 2020	BUY	$40.37 - $47.5 $15,946 - $18,762	395 Added 5.45%	7,644 $355,000
Q1 2020 May 05, 2020	SELL	$37.67 - $48.89 $37,406 - $48,547	-993 Reduced 12.05%	7,249 $300,000
Q4 2019 Feb 11, 2020	SELL	$45.15 - $48.12 $31,605 - $33,684	-700 Reduced 7.83%	8,242 $394,000
Q3 2019 Nov 14, 2019	SELL	$45.85 - $46.22 $17,560 - $17,702	-383 Reduced 4.11%	8,942 $412,000
Q2 2019 Aug 12, 2019	BUY	N/A	350 Added 3.9%	9,325 $429,000
Q1 2019 May 08, 2019	SELL	N/A	-1,283 Reduced 12.51%	8,975 $401,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,759 Reduced 14.64%	10,258 $424,000
Q3 2018 Nov 13, 2018	BUY	N/A	4,834 Added 67.3%	12,017 $542,000
Q2 2018 Aug 10, 2018	SELL	N/A	-4 Reduced 0.06%	7,183 $319,000
Q1 2018 May 15, 2018	SELL	N/A	-527 Reduced 6.83%	7,187 $320,000
Q4 2017 Feb 13, 2018	BUY	N/A	7,714	7,714 $347,000

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14.4M

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