Wealth Plan Investment Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$246.15 - $272.4 $1.37 Million - $1.52 Million	5,580 New	5,580 $1.39 Million
Q1 2023 May 08, 2023	SELL	$237.25 - $271.72 $1.19 Million - $1.37 Million	-5,029 Reduced 98.01%	102 $25,000
Q4 2022 Feb 15, 2023	SELL	$44.74 - $257.0 $83,216 - $478,020	-1,860 Reduced 26.61%	5,131 $1.24 Million
Q3 2022 Dec 12, 2022	SELL	$43.85 - $263.28 $17,803 - $106,891	-406 Reduced 5.49%	6,991 $1.73 Million
Q1 2022 Sep 07, 2022	BUY	$251.21 - $285.37 $1.86 Million - $2.11 Million	7,397 New	7,397 $1.84 Million

2,463

1.05B

888K

55.6K

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