Vertex Planning Partners, LLC Ishares Russell 2000 ETF Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,019 shares of IWM stock, worth $222,987. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,125
9.42%
Holding current value
$222,987
Previous $237 Million
12.58%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
293MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.43 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$4.9 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.53 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.32 Billion6.35% of portfolio