Comprehensive Financial Planning, Inc./Pa Ishares Russell 1000 Val ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 85 shares of IWD stock, worth $17,407. This represents 0.01% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$17,407
Previous $16.5 Million
4.82%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
2,019Shares Held
266MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio