Planning Alternatives LTD Ishares Russell 1000 Val ETF Transaction History
Planning Alternatives LTD
- $711 Million
- Q2 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 $278,059. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,373
-0.0%
Holding current value
$278,059
Previous $258,000
3.1%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,979Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.81 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio