Holistic Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 11,430 shares of IJH stock, worth $721,233. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,430
Previous 8,051
41.97%
Holding current value
$721,233
Previous $489 Million
45.67%
% of portfolio
0.3%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,404Shares Held
1.04BCall Options Held
711KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6.34 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$4.04 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$3.08 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.53 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.49 Billion0.2% of portfolio