Valtinson Bruner Financial Planning LLC Ishares Russell 1000 Gr ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 686 shares of IWF stock, worth $323,057. This represents 0.12% of its overall portfolio holdings.
Number of Shares
686
Previous 651
5.38%
Holding current value
$323,057
Previous $276,000
16.3%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,663Shares Held
202MCall 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
-
Pathstone Family Office, LLC Englewood, NJ5.71MShares$2.69 Billion9.76% of portfolio