White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 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

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$297 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$189 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$149 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$104 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$73.5 Million
0.02% of portfolio

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