Vertex Planning Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,325 shares of IWB stock, worth $1.94 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,325
Previous 6,325
-0.0%
Holding current value
$1.94 Million
Previous $1.99 Billion
2.47%
% of portfolio
0.45%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,471Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.99 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.44 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.26 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$945 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$822 Million0.13% of portfolio