Partners In Financial Planning Ishares Russell 1000 Val ETF Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Partners In Financial Planning holds 4,153 shares of IWD stock, worth $850,492. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,153
Previous 4,151
0.05%
Holding current value
$850,492
Previous $806 Million
4.85%
% of portfolio
0.15%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio