Lakeshore Financial Planning, Inc. Ishares Russell 1000 Val ETF Transaction History
Lakeshore Financial Planning, Inc.
- $205 Billion
- Q2 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 1,318 shares of IWD stock, worth $249,971. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,318
Previous 1,318
-0.0%
Holding current value
$249,971
Previous $236 Million
2.59%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio