Comprehensive Financial Planning, Inc./Pa Ishares Tr Russell 200 ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 682 shares of IWL stock, worth $114,678. This represents 0.08% of its overall portfolio holdings.
Number of Shares
682
Previous 680
0.29%
Holding current value
$114,678
Previous $104 Million
8.73%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio