Cypress Financial Planning LLC Ishares Russell 1000 Gr ETF Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 2025
A detailed history of Cypress Financial Planning LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,777 shares of IWF stock, worth $836,842. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,777
Previous 1,798
1.17%
Holding current value
$836,842
Previous $758,000
9.76%
% of portfolio
0.26%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,635Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio