Wealth Plan Partners, LLC Ishares Core High Dividend ETF Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$97.54 - $104.3 $29,652 - $31,707	-304 Reduced 20.27%	1,196 $121 Million
Q1 2023 May 10, 2023	SELL	$97.23 - $106.66 $375,891 - $412,347	-3,866 Reduced 72.05%	1,500 $152 Million
Q4 2022 Feb 16, 2023	BUY	$93.56 - $108.19 $54,077 - $62,533	578 Added 12.07%	5,366 $564 Million
Q1 2022 May 03, 2022	BUY	$100.32 - $107.96 $228,930 - $246,364	2,282 Added 91.06%	4,788 $496,000
Q4 2021 Feb 01, 2022	BUY	$94.51 - $100.99 $236,842 - $253,080	2,506 New	2,506 $259,000

800

48.3M

822K

56K

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