S.E.E.D. Planning Group LLC Ishares Russell 1000 Val ETF Transaction History
S.E.E.D. Planning Group LLC
- $293 Million
- Q4 2024
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 $319,147. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,649
Previous 1,649
-0.0%
Holding current value
$319,147
Previous $312,000
2.24%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio