Wealth Plan Investment Management, LLC Ishares Tr Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	BUY	$25.3 - $27.59 $926,030 - $1.01 Million	36,602 New	36,602 $929,000
Q2 2023 Aug 14, 2023	SELL	$25.86 - $28.52 $2.45 Million - $2.71 Million	-94,931 Reduced 86.0%	15,455 $406,000
Q2 2023 Jul 25, 2023	BUY	$25.86 - $28.52 $2.01 Million - $2.21 Million	77,560 Added 236.28%	110,386 $2.91 Million
Q1 2023 May 08, 2023	SELL	$26.54 - $29.5 $125,826 - $139,859	-4,741 Reduced 12.62%	32,826 $902,000
Q4 2022 Feb 15, 2023	BUY	$22.26 - $27.56 $36,595 - $45,308	1,644 Added 4.58%	37,567 $1.02 Million
Q3 2022 Dec 12, 2022	BUY	$22.53 - $28.47 $161,652 - $204,272	7,175 Added 24.96%	35,923 $975,000
Q1 2022 Sep 07, 2022	BUY	$29.99 - $33.33 $862,152 - $958,170	28,748 New	28,748 $867,000

480

76.4M

92.6K

28.2K

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