Wealth Plan Partners, LLC Ishares Core 10+ Year Usd Bond Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	N/A	-2,997 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	2,997 New	2,997 $220,000

Others Institutions Holding ILTB

# of Institutions

90

Shares Held

7.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$73.3 Million
0.01% of portfolio
Ae Wealth Management LLC

933K
Shares

$49.7 Million
0.51% of portfolio
Ameriprise Financial Inc Minneapolis, MN

781K
Shares

$41.6 Million
0.01% of portfolio
New York State Common Retirement Fund

567K
Shares

$30.2 Million
0.04% of portfolio
Schroder Investment Management Group London, X0

567K
Shares

$30.2 Million
0.03% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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