Cypress Financial Planning LLC Ishares Russell 1000 Gr ETF Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,798 shares of IWF stock, worth $648,250. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,798
Previous 1,863
3.49%
Holding current value
$648,250
Previous $748,000
13.37%
% of portfolio
0.23%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,460Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio