Lakeshore Financial Planning, Inc. Ishares Russell 1000 Val ETF Transaction History
Lakeshore Financial Planning, Inc.
- $269 Billion
- Q3 2025
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 1,027 shares of IWD stock, worth $210,319. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,027Holding current value
$210,319% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,995Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio