Mark Sheptoff Financial Planning, LLC Ishares Russell 1000 Gr ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
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 $65,930. This represents 0.03% of its overall portfolio holdings.
Number of Shares
140
Previous 140
-0.0%
Holding current value
$65,930
Previous $59,000
10.17%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,633Shares 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