White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

$518 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 23, 2019	SELL	N/A	-6,562 Closed	0 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-16,214 Reduced 71.19%	6,562 $210,000
Q1 2018 Apr 12, 2018	SELL	N/A	-2,568 Reduced 10.13%	22,776 $752,000
Q4 2017 Jan 10, 2018	BUY	N/A	25,344	25,344 $856,000

Others Institutions Holding IDV

# of Institutions

462

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$323 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$219 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$198 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$158 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$109 Million
0.03% of portfolio

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