White Lighthouse Investment Management Inc. Ishares Tr Tips Bd ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$108.81 - $122.54 $196,946 - $221,797	-1,810 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$115.27 - $117.05 $59,825 - $60,748	-519 Reduced 22.28%	1,810 $211,000
Q3 2019 Nov 13, 2019	BUY	$114.63 - $118.1 $266,973 - $275,054	2,329 New	2,329 $271,000

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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