Wealthpoint, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$24.17 - $24.5 $459 - $465	19 Added 0.12%	16,256 $0
Q3 2022 Oct 18, 2022	BUY	$24.3 - $24.9 $291 - $298	12 Added 0.07%	16,237 $395,000
Q2 2022 Jul 18, 2022	BUY	$24.47 - $25.06 $269 - $275	11 Added 0.07%	16,225 $402,000
Q1 2022 Apr 27, 2022	BUY	$25.0 - $25.95 $175 - $181	7 Added 0.04%	16,214 $407,000
Q4 2021 Feb 11, 2022	BUY	$25.89 - $26.28 $362 - $367	14 Added 0.09%	16,207 $420,000
Q3 2021 Nov 01, 2021	BUY	$26.27 - $26.39 $262 - $263	10 Added 0.06%	16,193 $426,000
Q2 2021 Jul 26, 2021	BUY	$26.31 - $26.47 $289 - $291	11 Added 0.07%	16,183 $427,000
Q1 2021 Apr 27, 2021	BUY	$26.3 - $26.59 $210 - $212	8 Added 0.05%	16,172 $427,000
Q4 2020 Feb 08, 2021	SELL	$26.33 - $26.6 $10,610 - $10,719	-403 Reduced 2.43%	16,164 $430,000
Q3 2020 Nov 09, 2020	BUY	$26.33 - $26.57 $368 - $371	14 Added 0.08%	16,567 $438,000
Q2 2020 Aug 06, 2020	BUY	$24.36 - $26.36 $414 - $448	17 Added 0.1%	16,553 $436,000
Q1 2020 Apr 16, 2020	BUY	$21.83 - $26.32 $218 - $263	10 Added 0.06%	16,536 $409,000
Q4 2019 Jan 31, 2020	BUY	$25.53 - $25.8 $434 - $438	17 Added 0.1%	16,526 $425,000
Q3 2019 Nov 14, 2019	BUY	$25.42 - $25.69 $330 - $333	13 Added 0.08%	16,509 $424,000
Q2 2019 Aug 08, 2019	BUY	N/A	16,496 New	16,496 $420,000

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