Wealth Shield Partners, LLC Ishares Tr Ishares Core Msci P Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$53.22 - $58.36 $2,394 - $2,626	45 New	45 $2,000
Q2 2021 Aug 06, 2021	SELL	$65.17 - $68.78 $5,539 - $5,846	-85 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$63.97 - $68.72 $5,437 - $5,841	85 New	85 $6,000
Q4 2020 Feb 16, 2021	SELL	$55.67 - $64.44 $37,966 - $43,948	-682 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$52.58 - $57.1 $1,629 - $1,770	-31 Reduced 4.35%	682 $38,000
Q2 2020 Aug 13, 2020	BUY	$43.94 - $55.78 $43 - $55	1 Added 0.14%	713 $38,000
Q1 2020 May 12, 2020	BUY	$41.43 - $59.45 $5,510 - $7,906	133 Added 22.97%	712 $33,000
Q3 2019 Nov 13, 2019	BUY	$55.53 - $56.79 $32,151 - $32,881	579 New	579 $33,000
Q2 2019 Aug 12, 2019	SELL	N/A	-512 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	512 New	512 $26,000

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$485 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$393 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$86 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$70.4 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59 Million
0.01% of portfolio

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