S.E.E.D. Planning Group LLC Ishares Russell 1000 Val ETF Transaction History
S.E.E.D. Planning Group LLC
- $311 Million
- Q2 2025
A detailed history of S.E.E.D. Planning Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, S.E.E.D. Planning Group LLC holds 1,649 shares of IWD stock, worth $321,010. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,649
Previous 1,649
-0.0%
Holding current value
$321,010
Previous $307,000
4.23%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,930Shares Held
275MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.84 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.45 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.04 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.77 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.54% of portfolio