Vertex Planning Partners, LLC Ishares Tr Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,200 shares of IYF stock, worth $317,184. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,200
Previous 3,200
-0.0%
Holding current value
$317,184
Previous $273 Million
11.99%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
374Shares Held
15.8MCall Options Held
8.4KPut Options Held
12.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.14MShares$212 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$166 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.25MShares$124 Million1.73% of portfolio
-
Morgan Stanley New York, NY1.19MShares$118 Million0.01% of portfolio
-
Hsbc Holdings PLC London, X0859KShares$85.1 Million0.06% of portfolio