Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,230 shares of IWV stock, worth $3.11 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
9,230
Previous 9,280
0.54%
Holding current value
$3.11 Million
Previous $2.86 Billion
5.28%
% of portfolio
1.33%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$657 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$361 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$361 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$349 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$318 Million0.03% of portfolio