Ofc Financial Planning, LLC Ishares Tr Russell 1000 ETF Transaction History
Ofc Financial Planning, LLC
- $101 Billion
- Q3 2025
A detailed history of Ofc Financial Planning, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 3,439 shares of IWB stock, worth $1.27 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
3,439
Previous 3,464
0.72%
Holding current value
$1.27 Million
Previous $1.18 Billion
6.85%
% of portfolio
1.24%
Previous 1.25%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio