Lake Point Wealth Management Ishares Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$55.98 - $67.65 $4,366 - $5,276	-78 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$61.79 - $67.85 $4,819 - $5,292	78 New	78 $15,000

Others Institutions Holding IYG

# of Institutions

290

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

River Front Investment Group, LLC Richmond, VA

1.42M
Shares

$126 Million
2.48% of portfolio
Envestnet Asset Management Inc

1.3M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.07M
Shares

$94.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$94.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.9 Million
0.02% of portfolio

About ISHARES TR

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