Wealth Plan Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,703 shares of IWB stock, worth $543,257. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,703
Previous 1,668
2.1%
Holding current value
$543,257
Previous $480 Million
5.47%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,355Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.83 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.44 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.01 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$892 Million0.07% of portfolio