Planning Alternatives LTD Ishares Russell 1000 Val ETF Transaction History
Planning Alternatives LTD
- $767 Million
- Q3 2025
A detailed history of Planning Alternatives LTD transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 1,373 shares of IWD stock, worth $280,668. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,373
-0.0%
Holding current value
$280,668
Previous $266,000
4.89%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,984Shares Held
268MCall Options Held
401KPut Options Held
5.29M-
Bank Of America Corp Charlotte, NC49.6MShares$10.1 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.44 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.82 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.79 Billion3.41% of portfolio