Walled Lake Planning & Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$98.21 - $108.46 $63,738 - $70,390	-649 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$97.63 - $104.12 $63,361 - $67,573	649 New	649 $64,000

Others Institutions Holding ESGU

# of Institutions

801

Shares Held

97.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

14.8M
Shares

$1.86 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

10.7M
Shares

$1.35 Billion
0.11% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.29M
Shares

$664 Million
1.95% of portfolio
Northern Trust Corp Chicago, IL

4.73M
Shares

$594 Million
0.1% of portfolio
55 I, LLC Boston, MA

4.57M
Shares

$574 Million
10.14% of portfolio

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About ISHARES TRUST ISHARES ESG AWAR

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