Vertex Planning Partners, LLC Ishares Russell 3000 ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,860 shares of IWV stock, worth $2.04 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,860
Previous 5,504
6.47%
Holding current value
$2.04 Million
Previous $1.8 Billion
8.93%
% of portfolio
0.43%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding IWV
# of Institutions
923Shares Held
31.7MCall Options Held
17.4KPut Options Held
6.4K-
Brooklyn Fi, LLC New York, NY4.68MShares$1.63 Billion8.53% of portfolio
-
Scs Capital Management LLC Boston, MA1.75MShares$608 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$402 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$396 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$360 Million0.01% of portfolio