Mark Sheptoff Financial Planning, LLC Ishares Russell 1000 Gr ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 140 shares of IWF stock, worth $50,475. This represents 0.03% of its overall portfolio holdings.
Number of Shares
140
Previous 63
122.22%
Holding current value
$50,475
Previous $23,000
143.48%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,465Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio