Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 10,958 shares of IWY stock, worth $2.5 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

10,958

Previous 10,701 2.4%

Holding current value

$2.5 Million

Previous $2.09 Million 12.6%

% of portfolio

1.04%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$183.56 - $216.15 $47,174 - $55,550	257 Added 2.4%	10,958 $2.35 Million
Q1 2024 May 13, 2024	BUY	$170.38 - $196.82 $11,415 - $13,186	67 Added 0.63%	10,701 $2.09 Million
Q4 2023 Feb 13, 2024	SELL	$149.01 - $175.92 $53,643 - $63,331	-360 Reduced 3.27%	10,634 $1.86 Million
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $5,496 - $5,919	36 Added 0.33%	10,994 $1.69 Million
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $2,452 - $2,854	18 Added 0.16%	10,958 $1.74 Million
Q1 2023 May 12, 2023	SELL	$117.74 - $138.93 $58,045 - $68,492	-493 Reduced 4.31%	10,940 $1.52 Million
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $1.34 Million - $1.5 Million	11,433 New	11,433 $1.38 Million

Others Institutions Holding IWY

# of Institutions

514

Shares Held

50.3M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History