Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 4,907 shares of IJJ stock, worth $654,397. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,907
Previous 4,703 4.34%
Holding current value
$654,397
Previous $556 Million 9.04%
% of portfolio
0.26%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$111.9 - $124.28 $22,827 - $25,353
204 Added 4.34%
4,907 $607 Million
Q2 2024

Jul 22, 2024
SELL
$109.44 - $118.4 $29,329 - $31,731
-268 Reduced 5.39%
4,703 $556 Million
Q1 2024

May 01, 2024
SELL
$109.27 - $118.29 $20,652 - $22,356
-189 Reduced 3.66%
4,971 $588 Million
Q4 2023

Feb 14, 2024
BUY
$93.05 - $115.17 $480,138 - $594,277
5,160 New
5,160 $588 Million

Others Institutions Holding IJJ

# of Institutions
812
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
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More about IJJ
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