Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Holistic Planning, LLC holds 4,703 shares of IJJ stock, worth $567,181. This represents 0.43% of its overall portfolio holdings.
Number of Shares
4,703
Previous 4,971
5.39%
Holding current value
$567,181
Previous $588 Million
5.39%
% of portfolio
0.43%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
788Shares Held
42.2MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$483 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$443 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$292 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$230 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$212 Million0.07% of portfolio