Comprehensive Financial Planning, Inc./Pa Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 44 shares of IWN stock, worth $7,685. This represents 0.01% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$7,685
Previous $6.89 Million
12.6%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,124Shares Held
54.4MCall Options Held
154KPut Options Held
25.3K-
Bank Of America Corp Charlotte, NC6.71MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.68MShares$818 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.34MShares$759 Million1.89% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio