Wealth Plan Partners, LLC Ishares Biotechnology ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$125.53 - $133.58 $627 - $667	-5 Reduced 2.39%	204 $25.9 Million
Q1 2023 May 10, 2023	BUY	$121.97 - $137.23 $25,491 - $28,681	209 New	209 $27 Million
Q1 2022 May 03, 2022	SELL	$119.6 - $152.37 $1.09 Million - $1.38 Million	-9,084 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$145.27 - $164.78 $249,573 - $283,092	-1,718 Reduced 15.9%	9,084 $1.2 Million
Q3 2021 Dec 09, 2021	SELL	$158.89 - $176.21 $3.14 Million - $3.48 Million	-19,754 Reduced 64.65%	10,802 $0
Q2 2021 Aug 19, 2021	SELL	$146.13 - $163.65 $2,484 - $2,782	-17 Reduced 0.06%	30,556 $5.13 Million
Q1 2021 May 11, 2021	BUY	$146.68 - $172.6 $149,466 - $175,879	1,019 Added 3.45%	30,573 $4.59 Million
Q4 2020 Feb 09, 2021	BUY	$130.38 - $157.31 $265,714 - $320,597	2,038 Added 7.41%	29,554 $4.91 Million
Q3 2020 Dec 18, 2020	BUY	$126.88 - $145.8 $2.42 Million - $2.78 Million	19,084 Added 226.33%	27,516 $3.84 Million
Q2 2020 Aug 19, 2020	BUY	$103.79 - $138.65 $140,843 - $188,148	1,357 Added 19.18%	8,432 $1.13 Million
Q1 2020 May 15, 2020	BUY	$94.39 - $123.48 $667,809 - $873,621	7,075 New	7,075 $913,000

Others Institutions Holding IBB

# of Institutions

1,011

Shares Held

33.6M

Call Options Held

4M

Put Options Held

6.48M

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.