Essential Planning, Llc. Ishares Russell 1000 Val ETF Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 43,163 shares of IWD stock, worth $8.34 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
43,163Holding current value
$8.34 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,795Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio