Holistic Planning, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Holistic Planning, LLC holds 7,047 shares of ISTB stock, worth $343,752. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,047Holding current value
$343,752% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding ISTB
# of Institutions
416Shares Held
61.3MCall Options Held
5.2KPut Options Held
0-
Acorns Advisers, LLC Irvine, CA10.2MShares$498 Million4.26% of portfolio
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State Of Wisconsin Investment Board Madison, WI5.13MShares$250 Million0.65% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.4MShares$117 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2MShares$97.3 Million0.03% of portfolio
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Black Rock Inc. New York, NY1.78MShares$87.1 Million0.0% of portfolio