Kowal Investment Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$73.57 - $77.31 $192,753 - $202,552	2,620 New	2,620 $201,000
Q2 2022 Aug 15, 2022	BUY	$75.37 - $81.44 $1,130 - $1,221	15 Added 0.59%	2,571 $200,000
Q1 2022 Apr 15, 2022	BUY	$81.03 - $87.06 $648 - $696	8 Added 0.31%	2,556 $209,000
Q4 2021 Feb 11, 2022	SELL	$87.51 - $89.66 $2,800 - $2,869	-32 Reduced 1.24%	2,548 $223,000
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $1,251 - $1,278	14 Added 0.55%	2,580 $231,000
Q2 2021 Aug 12, 2021	BUY	$88.27 - $90.15 $1,941 - $1,983	22 Added 0.86%	2,566 $231,000
Q1 2021 May 12, 2021	SELL	$88.61 - $92.83 $4,784 - $5,012	-54 Reduced 2.08%	2,544 $226,000
Q4 2020 Feb 19, 2021	BUY	$92.55 - $93.62 $240,444 - $243,224	2,598 New	2,598 $239,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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