Mark Sheptoff Financial Planning, LLC Ishares Russell 1000 Gr ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 140 shares of IWF stock, worth $57,580. This represents 0.03% of its overall portfolio holdings.
Number of Shares
140
Previous 63
122.22%
Holding current value
$57,580
Previous $23,000
143.48%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,383Shares Held
206MCall Options Held
337KPut Options Held
129K-
Bank Of America Corp Charlotte, NC30.1MShares$12.4 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.7 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.96 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.93 Billion0.23% of portfolio
-
Ubs Group Ag6.27MShares$2.58 Billion0.52% of portfolio