Mark Sheptoff Financial Planning, LLC Ishares Russell 1000 Gr ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 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 63 shares of IWF stock, worth $24,829. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63
Previous 36
75.0%
Holding current value
$24,829
Previous $13,000
76.92%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,217Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$11.9 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.2 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.84 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.67 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.47 Billion0.52% of portfolio