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 $7.94 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
43,163Holding current value
$7.94 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.95 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.06 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.81 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.7 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.66 Billion3.52% of portfolio