Walled Lake Planning & Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $14,858 - $15,463	-131 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$117.06 - $118.42 $15,217 - $15,394	-130 Reduced 49.81%	131 $15,000
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $117 - $119	1 Added 0.38%	261 $31,000
Q2 2020 Aug 18, 2020	BUY	$114.73 - $118.21 $229 - $236	2 Added 0.78%	260 $31,000
Q1 2020 May 15, 2020	BUY	$106.57 - $117.86 $27,495 - $30,407	258 New	258 $30,000

Others Institutions Holding AGG

# of Institutions

1,933

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.31 Billion
1.52% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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