Walled Lake Planning & Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	SELL	$44.04 - $57.88 $1,409 - $1,852	-32 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$39.87 - $63.83 $1,275 - $2,042	32 New	32 $1,000

Others Institutions Holding IUSV

# of Institutions

713

Shares Held

158M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

63.3M
Shares

$6.16 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$1.26 Billion
0.58% of portfolio
Morgan Stanley New York, NY

8.58M
Shares

$835 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$478 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$419 Million
7.92% of portfolio

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