Walled Lake Planning & Wealth Management, LLC Ishares Tr Msci Usa Esg Select 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	$95.76 - $106.67 $74,309 - $82,775	-776 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$94.69 - $101.93 $73,479 - $79,097	776 New	776 $74,000

Others Institutions Holding SUSA

# of Institutions

489

Shares Held

18.7M

Call Options Held

200

Put Options Held

Jpmorgan Chase & CO New York, NY

1.6M
Shares

$190 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$178 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.18M
Shares

$140 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$119 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

837K
Shares

$99.3 Million
0.03% of portfolio

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About ISHARES TR MSCI USA ESG SELECT

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