Wealthquest Corp Ishares Core S&P Total U.S. St Transaction History

Wealthquest Corp

$781 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$97.33 - $103.96 $520,423 - $555,874	-5,347 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$92.76 - $98.86 $565,279 - $602,452	-6,094 Reduced 53.26%	5,347 $528,000
Q1 2021 May 13, 2021	SELL	$85.12 - $92.58 $367,037 - $399,204	-4,312 Reduced 27.37%	11,441 $1.05 Million
Q4 2020 Feb 09, 2021	SELL	$74.05 - $86.22 $268,727 - $312,892	-3,629 Reduced 18.72%	15,753 $1.36 Million
Q3 2020 Nov 12, 2020	SELL	$69.81 - $80.47 $238,610 - $275,046	-3,418 Reduced 14.99%	19,382 $1.46 Million

Q2 2020 Aug 11, 2020	BUY	$54.49 - $72.8 $1.24 Million - $1.66 Million	22,800 New	22,800 $1.58 Million
Q3 2019 Oct 18, 2019	SELL	$64.37 - $68.57 $197,809 - $210,715	-3,073 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$62.47 - $67.06 $191,970 - $206,075	3,073 New	3,073 $204,000

Others Institutions Holding ITOT

# of Institutions

1,300

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

About ISHARES CORE S&P TOTAL U.S. ST

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