Walled Lake Planning & Wealth Management, LLC Ishares Tr Global 100 ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 7,272 shares of IOO stock, worth $754,979. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,272
Previous 6,963 4.44%
Holding current value
$754,979
Previous $672,000 7.29%
% of portfolio
0.29%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$89.63 - $100.83 $27,695 - $31,156
309 Added 4.44%
7,272 $721,000
Q2 2024

Aug 12, 2024
BUY
$85.21 - $97.45 $79,756 - $91,213
936 Added 15.53%
6,963 $672,000
Q1 2024

May 13, 2024
BUY
$79.13 - $89.46 $72,245 - $81,676
913 Added 17.85%
6,027 $538,000
Q4 2023

Feb 13, 2024
SELL
$70.98 - $80.68 $425 - $484
-6 Reduced 0.12%
5,114 $411,000
Q3 2023

Nov 14, 2023
BUY
$72.92 - $78.05 $11,885 - $12,722
163 Added 3.29%
5,120 $374,000
Q2 2023

Aug 11, 2023
BUY
$70.32 - $76.19 $50,911 - $55,161
724 Added 17.1%
4,957 $377,000
Q1 2023

May 12, 2023
BUY
$63.56 - $70.06 $20,148 - $22,209
317 Added 8.09%
4,233 $296,000
Q4 2022

Feb 13, 2023
BUY
$59.73 - $68.11 $233,902 - $266,718
3,916 New
3,916 $250,000
Q1 2022

May 13, 2022
SELL
$69.7 - $78.7 $308,213 - $348,011
-4,422 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$71.04 - $78.66 $273,788 - $303,155
3,854 Added 678.52%
4,422 $345,000
Q3 2021

Nov 15, 2021
BUY
$70.71 - $74.99 $31,607 - $33,520
447 Added 369.42%
568 $40,000
Q2 2021

Aug 16, 2021
BUY
$66.68 - $71.07 $8,068 - $8,599
121 New
121 $9,000

Others Institutions Holding IOO

# of Institutions
299
Shares Held
45.4M
Call Options Held
0
Put Options Held
2.2K
View Full List

About ISHARES TR GLOBAL 100 ETF

IOO Quotes by TradingView
  • Ticker IOO
  • Sector ETFs
  • Industry ETFs
More about IOO
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