Walled Lake Planning & Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$127.7 - $130.86 $15,834 - $16,226	-124 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$127.3 - $130.61 $254 - $261	2 Added 1.64%	124 $16,000
Q2 2021 Aug 16, 2021	BUY	$125.2 - $128.01 $250 - $256	2 Added 1.67%	122 $16,000
Q4 2020 Feb 19, 2021	BUY	$124.65 - $127.65 $124 - $127	1 Added 0.84%	120 $15,000
Q4 2019 May 15, 2020	BUY	$115.27 - $117.05 $13,717 - $13,928	119 New	119 $14,000

Others Institutions Holding TIP

# of Institutions

1,095

Shares Held

111M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.85 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.22 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$475 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.64M
Shares

$394 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$362 Million
0.07% of portfolio

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