Valtinson Bruner Financial Planning LLC Ishares Russell 1000 Gr ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $257 Million
- Q2 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 651 shares of IWF stock, worth $290,300. This represents 0.11% of its overall portfolio holdings.
Number of Shares
651
Previous 637
2.2%
Holding current value
$290,300
Previous $230,000
20.0%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,521Shares Held
226MCall Options Held
354KPut Options Held
89K-
Bank Of America Corp Charlotte, NC30.4MShares$13.6 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$11.1 Billion0.66% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$7.96 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$4.32 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.03 Billion0.19% of portfolio