Wealth Plan Partners, LLC Ishares Short Term National Mu Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$103.24 - $105.0 $19,099 - $19,425	-185 Reduced 9.47%	1,769 $184 Million
Q1 2023 May 10, 2023	SELL	$103.3 - $105.14 $60,637 - $61,717	-587 Reduced 23.1%	1,954 $205 Million
Q4 2022 Feb 16, 2023	SELL	$102.5 - $104.49 $26,547 - $27,062	-259 Reduced 9.25%	2,541 $265 Million
Q1 2022 May 03, 2022	SELL	$104.46 - $107.34 $64,765 - $66,550	-620 Reduced 18.13%	2,800 $290,000
Q2 2021 Aug 19, 2021	SELL	$107.66 - $108.01 $110,674 - $111,034	-1,028 Reduced 23.11%	3,420 $369,000
Q1 2021 May 11, 2021	BUY	$107.56 - $108.22 $27,858 - $28,028	259 Added 6.18%	4,448 $479,000
Q2 2020 Aug 19, 2020	BUY	$105.27 - $107.99 $440,976 - $452,370	4,189 New	4,189 $454,000

Others Institutions Holding SUB

# of Institutions

812

Shares Held

68.4M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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