White Lighthouse Investment Management Inc. Ishares Inc Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$36.22 - $55.44 $209,496 - $320,664	-5,784 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$46.63 - $52.12 $23,315 - $26,060	-500 Reduced 7.96%	5,784 $284,000
Q1 2019 May 08, 2019	SELL	$46.41 - $52.64 $69,615 - $78,960	-1,500 Reduced 19.27%	6,284 $325,000
Q4 2018 Jan 23, 2019	BUY	$45.85 - $51.77 $27,968 - $31,579	610 Added 8.5%	7,784 $367,000
Q3 2018 Oct 24, 2018	SELL	$49.8 - $54.37 $1,195 - $1,304	-24 Reduced 0.33%	7,174 $371,000
Q1 2018 Apr 12, 2018	BUY	$55.19 - $62.69 $22,020 - $25,013	399 Added 5.87%	7,198 $420,000
Q4 2017 Jan 10, 2018	BUY	$54.04 - $57.63 $367,417 - $391,826	6,799	6,799 $387,000

Others Institutions Holding IEMG

# of Institutions

1,855

Shares Held

1.23B

Call Options Held

143K

Put Options Held

21.3K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

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About ISHARES INC

Ticker IEMG
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