Avantax Planning Partners, Inc. Ishares Russell 1000 Gr ETF Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 78,771 shares of IWF stock, worth $36.9 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
78,771
Previous 81,050
2.81%
Holding current value
$36.9 Million
Previous $34.4 Million
7.22%
% of portfolio
1.07%
Previous 1.11%
Shares
31 transactions
Others Institutions Holding IWF
# of Institutions
2,583Shares Held
207MCall Options Held
482KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
-
Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio