Holistic Planning, LLC Ishares Core S&P U.S. Value Et Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 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 20,355 shares of IUSV stock, worth $1.94 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
20,355
Previous 20,350
0.02%
Holding current value
$1.94 Million
Previous $1.84 Billion
5.61%
% of portfolio
0.82%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
709Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$468 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio