Holistic Planning, LLC Ishares S&P 500 Value ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 12,133 shares of IVE stock, worth $2.38 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
12,133
Previous 12,861 5.66%
Holding current value
$2.38 Million
Previous $2.4 Billion 0.43%
% of portfolio
1.01%
Previous 1.85%

Shares

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

Nov 01, 2024
SELL
$181.06 - $197.17 $131,811 - $143,539
-728 Reduced 5.66%
12,133 $2.39 Billion
Q1 2024

May 01, 2024
BUY
$171.09 - $186.81 $11,120 - $12,142
65 Added 0.51%
12,861 $2.4 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $1.89 Million - $2.23 Million
12,796 New
12,796 $2.23 Billion

Others Institutions Holding IVE

# of Institutions
1,485
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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