Walled Lake Planning & Wealth Management, LLC Ishares Tr Broad Usd High Yiel 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
Q2 2020 Aug 18, 2020	SELL	$34.17 - $39.35 $68 - $78	-2 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$32.02 - $41.47 $64 - $82	2 New	2 $0

Others Institutions Holding USHY

# of Institutions

510

Shares Held

298M

Call Options Held

200

Put Options Held

Northern Trust Corp Chicago, IL

37.5M
Shares

$1.38 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

27.2M
Shares

$1 Billion
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

24.3M
Shares

$898 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

17.6M
Shares

$649 Million
1.97% of portfolio
Jones Financial Companies Lllp

17.1M
Shares

$633 Million
0.72% of portfolio

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About ISHARES TR BROAD USD HIGH YIEL

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