Walled Lake Planning & Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$193.5 - $234.42 $5,418 - $6,563	-28 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$152.18 - $199.14 $4,261 - $5,575	-28 Reduced 50.0%	28 $5,000
Q3 2020 Nov 13, 2020	BUY	$139.07 - $158.46 $139 - $158	1 Added 1.82%	56 $8,000
Q1 2020 May 15, 2020	BUY	$99.9 - $169.53 $5,494 - $9,324	55 New	55 $6,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.58 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.44 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.32 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.31 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.85 Billion
6.48% of portfolio

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About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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