New England Professional Planning Group Inc. Ishares Russell 1000 Val ETF Transaction History

New England Professional Planning Group Inc.

$192 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 12, 2020	SELL	N/A	-1,653 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	1,653 New	1,653 $201,000
Q1 2018 May 02, 2018	SELL	N/A	-1,653 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	1,653	1,653 $208,000

Others Institutions Holding IWD

# of Institutions

1,635

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.65 Billion
0.84% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$4.84 Billion
0.41% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$2.7 Billion
0.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.81M
Shares

$1.7 Billion
3.96% of portfolio
Jpmorgan Chase & CO New York, NY

9.73M
Shares

$1.69 Billion
0.16% of portfolio

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