Wealth Plan Partners, LLC Ishares Tr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,842 shares of EMB stock, worth $257,343. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,842

Previous 2,791 1.83%

Holding current value

$257,343

Previous $261 Million 3.11%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$88.94 - $93.46 $4,535 - $4,766	51 Added 1.83%	2,842 $253 Million
Q3 2024 Nov 05, 2024	SELL	$87.75 - $93.74 $17,462 - $18,654	-199 Reduced 6.66%	2,791 $261 Million
Q2 2024 Aug 09, 2024	SELL	$86.66 - $89.88 $69,587 - $72,173	-803 Reduced 21.17%	2,990 $265 Million
Q1 2024 May 07, 2024	BUY	$86.49 - $90.08 $328,056 - $341,673	3,793 New	3,793 $340 Million
Q2 2023 Jul 31, 2023	SELL	$83.9 - $86.54 $80,208 - $82,732	-956 Reduced 39.92%	1,439 $125 Million
Q1 2023 May 10, 2023	SELL	$83.99 - $89.55 $483,950 - $515,987	-5,762 Reduced 70.64%	2,395 $207 Million
Q4 2022 Feb 16, 2023	BUY	$77.09 - $87.8 $186,249 - $212,124	2,416 Added 42.08%	8,157 $703 Million
Q1 2022 May 03, 2022	BUY	$93.87 - $107.98 $218,435 - $251,269	2,327 Added 68.16%	5,741 $522,000
Q4 2021 Feb 01, 2022	SELL	$106.57 - $110.92 $7,459 - $7,764	-70 Reduced 2.01%	3,414 $359,000
Q3 2021 Dec 09, 2021	BUY	$109.98 - $113.55 $182,126 - $188,038	1,656 Added 90.59%	3,484 $383,000
Q2 2021 Aug 19, 2021	BUY	$109.25 - $112.9 $199,709 - $206,381	1,828 New	1,828 $204,000

Others Institutions Holding EMB

# of Institutions

941

Shares Held

145M

Call Options Held

4.01M

Put Options Held

10.6M

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About ISHARES TR

Ticker EMB
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Wealth Plan Partners, LLC Ishares Tr Transaction History