White Lighthouse Investment Management Inc. Ishares Tr North Amern Nat Res 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	-6,374 Closed	0 $0
Q3 2018 Oct 24, 2018	SELL	N/A	-750 Reduced 10.53%	6,374 $229,000
Q1 2018 Apr 12, 2018	SELL	N/A	-350 Reduced 4.68%	7,124 $236,000
Q4 2017 Jan 10, 2018	BUY	N/A	7,474	7,474 $265,000

Others Institutions Holding IGE

# of Institutions

147

Shares Held

6.9M

Call Options Held

300

Put Options Held

100

Arkansas Financial Group, Inc.

887K
Shares

$42.6 Million
6.05% of portfolio
Morgan Stanley New York, NY

847K
Shares

$40.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

722K
Shares

$34.7 Million
0.0% of portfolio
Family Firm, Inc.

495K
Shares

$23.8 Million
2.34% of portfolio
Envestnet Asset Management Inc

422K
Shares

$20.3 Million
0.01% of portfolio

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About ISHARES TR NORTH AMERN NAT RES

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