Center For Financial Planning, Inc. Ishares Russell 1000 Val ETF Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 390 shares of IWD stock, worth $77,656. This represents 0.01% of its overall portfolio holdings.
Number of Shares
390
Previous 390
-0.0%
Holding current value
$77,656
Previous $68,000
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.83 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio