Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History
Lakeshore Financial Planning, Inc.
- $205 Billion
- Q2 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,280 shares of IWV stock, worth $3.03 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
9,280
Previous 9,280
-0.0%
Holding current value
$3.03 Million
Previous $2.78 Billion
2.86%
% of portfolio
1.4%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding IWV
# of Institutions
833Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.04MShares$666 Million13.21% of portfolio
-
Morgan Stanley New York, NY1.22MShares$397 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$352 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$337 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$304 Million0.03% of portfolio