Wealth Plan Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$93.85 - $98.43 $771,447 - $809,094	8,220 New	8,220 $773,000
Q4 2022 Feb 15, 2023	SELL	$93.63 - $99.69 $41,852 - $44,561	-447 Reduced 5.19%	8,171 $792,000
Q3 2022 Dec 12, 2022	SELL	$95.54 - $104.23 $75,572 - $82,445	-791 Reduced 8.41%	8,618 $859,000
Q1 2022 Sep 07, 2022	BUY	$106.1 - $113.3 $998,294 - $1.07 Million	9,409 New	9,409 $968,000

1,936

1.04B

68.7K

176K

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