Wealth Plan Investment Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$263.8 - $285.38 $893,490 - $966,582	3,387 New	3,387 $900,000
Q4 2022 Feb 15, 2023	SELL	$207.03 - $232.89 $48,652 - $54,729	-235 Reduced 6.46%	3,400 $728,000
Q3 2022 Dec 12, 2022	SELL	$210.4 - $257.47 $133,604 - $163,493	-635 Reduced 14.87%	3,635 $811,000
Q1 2022 Sep 07, 2022	BUY	$246.62 - $307.78 $1.05 Million - $1.31 Million	4,270 New	4,270 $1.04 Million

2,168

206M

396K

84.5K

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