Wealth Plan Investment Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$43.62 - $45.64 $1.47 Million - $1.54 Million	33,747 Added 1687350.0%	33,749 $1.48 Million
Q2 2023 Aug 14, 2023	SELL	$45.12 - $46.45 $82,795 - $85,235	-1,835 Reduced 99.89%	2 $0
Q2 2023 Jul 25, 2023	BUY	$45.12 - $46.45 $82,795 - $85,235	1,835 Added 91750.0%	1,837 $83,000
Q1 2023 May 08, 2023	SELL	$44.68 - $46.69 $1.75 Million - $1.83 Million	-39,094 Reduced 99.99%	2 $0
Q4 2022 Feb 15, 2023	BUY	$43.31 - $46.11 $129,886 - $138,283	2,999 Added 8.31%	39,096 $1.76 Million
Q3 2022 Dec 12, 2022	SELL	$44.1 - $48.01 $203,962 - $222,046	-4,625 Reduced 11.36%	36,097 $1.66 Million
Q1 2022 Sep 07, 2022	BUY	$49.13 - $52.58 $2 Million - $2.14 Million	40,722 New	40,722 $1.94 Million

763

700M

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