Intrepid Financial Planning Group LLC Ishares Russell 1000 Gr ETF Transaction History
Intrepid Financial Planning Group LLC
- $235 Million
- Q3 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 34,648 shares of IWF stock, worth $16.3 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
34,648
Previous 34,673
0.07%
Holding current value
$16.3 Million
Previous $14.7 Million
10.24%
% of portfolio
6.9%
Previous 6.58%
Shares
14 transactions
Others Institutions Holding IWF
# of Institutions
2,640Shares 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