Vertex Planning Partners, LLC Ishares Tr Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 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 $353,472. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,200
Previous 3,200
-0.0%
Holding current value
$353,472
Previous $303 Million
9.87%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
409Shares Held
18MCall Options Held
19.7KPut Options Held
3.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.99MShares$220 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$184 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$142 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$132 Million1.87% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6769KShares$85 Million0.07% of portfolio