Vertex Planning Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,325 shares of IWB stock, worth $2.33 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
6,325
Previous 6,325
-0.0%
Holding current value
$2.33 Million
Previous $2.15 Billion
7.63%
% of portfolio
0.44%
Previous 0.45%
Shares
2 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