Compass Planning Associates Inc Ishares Russell 1000 Val ETF Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 800 shares of IWD stock, worth $149,016. This represents 0.15% of its overall portfolio holdings.
Number of Shares
800Holding current value
$149,016% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,884Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.15 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio