Holistic Planning, LLC Ishares Core S&P U.S. Value Et Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Holistic Planning, LLC holds 20,350 shares of IUSV stock, worth $1.91 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
20,350
Previous 21,050
3.33%
Holding current value
$1.91 Million
Previous $1.9 Billion
3.33%
% of portfolio
1.41%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.95 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$806 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$433 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$401 Million7.67% of portfolio