Mps Loria Financial Planners, LLC Ishares Tr Russell 1000 ETF Transaction History
Mps Loria Financial Planners, LLC
- $309 Million
- Q2 2024
A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 379,733 shares of IWB stock, worth $114 Million. This represents 36.54% of its overall portfolio holdings.
Number of Shares
379,733
Previous 386,122
1.65%
Holding current value
$114 Million
Previous $111 Million
1.59%
% of portfolio
36.54%
Previous 37.51%
Shares
29 transactions
Others Institutions Holding IWB
# of Institutions
1,338Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.67 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.36 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.1 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$951 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$842 Million0.07% of portfolio