Wealth Plan Investment Management, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 64,102 shares of IVLU stock, worth $2.37 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
64,102
Previous 64,335
0.36%
Holding current value
$2.37 Million
Previous $2.12 Million
7.52%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IVLU
# of Institutions
338Shares Held
61.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO16.1MShares$593 Million0.39% of portfolio
-
Jpmorgan Chase & CO New York, NY4.74MShares$175 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.74MShares$138 Million0.23% of portfolio
-
55 I, LLC Boston, MA3.3MShares$122 Million1.82% of portfolio
-
Zeke Capital Advisors, LLC Berwyn, PA1.37MShares$50.5 Million2.07% of portfolio