Wealth Plan Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$49.01 - $51.53 $176,337 - $185,404	3,598 New	3,598 $182 Million
Q4 2022 Feb 16, 2023	SELL	$46.74 - $50.68 $382,753 - $415,018	-8,189 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$54.36 - $59.32 $4,838 - $5,279	-89 Reduced 1.08%	8,189 $426,000
Q4 2021 Feb 01, 2022	BUY	$59.32 - $60.73 $8,126 - $8,320	137 Added 1.68%	8,278 $480,000
Q3 2021 Dec 09, 2021	BUY	$60.1 - $61.33 $18,811 - $19,196	313 Added 4.0%	8,141 $489,000
Q2 2021 Aug 19, 2021	BUY	$59.01 - $60.59 $16,404 - $16,844	278 Added 3.68%	7,828 $474,000
Q1 2021 May 11, 2021	BUY	$58.48 - $61.79 $73,392 - $77,546	1,255 Added 19.94%	7,550 $450,000
Q4 2020 Feb 09, 2021	SELL	$60.4 - $62.05 $4,046 - $4,157	-67 Reduced 1.05%	6,295 $384,000
Q3 2020 Dec 18, 2020	BUY	$60.44 - $62.21 $175,336 - $180,471	2,901 Added 83.82%	6,362 $388,000
Q2 2020 Aug 19, 2020	BUY	$55.07 - $60.42 $190,597 - $209,113	3,461 New	3,461 $212,000

Others Institutions Holding USIG

# of Institutions

408

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

29.3M
Shares

$1.5 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13M
Shares

$665 Million
2.42% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$500 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.08M
Shares

$466 Million
0.13% of portfolio
Truist Financial Corp

7.48M
Shares

$384 Million
0.58% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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