Switch Point Financial Planning, LLC Ishares Russell 3000 ETF Transaction History
Switch Point Financial Planning, LLC
- $105 Billion
- Q1 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 634 shares of IWV stock, worth $197,015. This represents 0.19% of its overall portfolio holdings.
Number of Shares
634
Previous 634
-0.0%
Holding current value
$197,015
Previous $212 Million
4.97%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
901Shares Held
26.6MCall Options Held
16.1KPut Options Held
8.2K-
Scs Capital Management LLC Boston, MA1.9MShares$591 Million7.73% of portfolio
-
Morgan Stanley New York, NY1.16MShares$361 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.13MShares$352 Million0.05% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$321 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$285 Million0.05% of portfolio