Wealth Plan Partners, LLC Ishares Tr Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$66.03 - $69.1 $85,442 - $89,415	-1,294 Reduced 47.38%	1,437 $97 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $169,786 - $184,888	2,731 New	2,731 $183 Million
Q4 2022 Feb 16, 2023	SELL	$52.35 - $63.65 $286,249 - $348,038	-5,468 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$63.26 - $75.48 $48,710 - $58,119	770 Added 16.39%	5,468 $354,000
Q4 2021 Feb 01, 2022	BUY	$72.36 - $77.76 $43,488 - $46,733	601 Added 14.67%	4,698 $336,000
Q3 2021 Dec 09, 2021	SELL	$72.98 - $78.2 $3,138 - $3,362	-43 Reduced 1.04%	4,097 $304,000
Q2 2021 Aug 19, 2021	SELL	$73.11 - $77.88 $53,735 - $57,241	-735 Reduced 15.08%	4,140 $318,000
Q1 2021 May 11, 2021	BUY	$68.58 - $73.12 $8,503 - $9,066	124 Added 2.61%	4,875 $361,000
Q4 2020 Feb 09, 2021	BUY	$58.13 - $69.71 $276,175 - $331,192	4,751 New	4,751 $335,000
Q3 2020 Dec 18, 2020	SELL	$57.43 - $62.28 $194,055 - $210,444	-3,379 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$47.43 - $60.75 $160,265 - $205,274	3,379 New	3,379 $207,000
Q1 2020 May 15, 2020	SELL	$43.31 - $66.12 $141,233 - $215,617	-3,261 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $193,572 - $213,628	3,261 New	3,261 $214,000
Q3 2019 Nov 15, 2019	SELL	$57.44 - $62.42 $398,748 - $433,319	-6,942 Closed	0 $0
Q2 2019 Aug 19, 2019	SELL	$59.39 - $62.73 $42,820 - $45,228	-721 Reduced 9.41%	6,942 $410,000
Q1 2019 May 16, 2019	BUY	$54.44 - $61.46 $134,739 - $152,113	2,475 Added 47.71%	7,663 $464,000
Q4 2018 Feb 20, 2019	BUY	$53.06 - $64.19 $275,275 - $333,017	5,188 New	5,188 $309,000
Q3 2018 Nov 21, 2018	SELL	$61.82 - $65.16 $437,561 - $461,202	-7,078 Closed	0 $0
Q2 2018 Aug 16, 2018	BUY	$62.74 - $67.79 $4,266 - $4,609	68 Added 0.97%	7,078 $449,000
Q1 2018 May 16, 2018	BUY	$64.18 - $70.84 $449,901 - $496,588	7,010 New	7,010 $462,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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