Holistic Planning, LLC Ishares S&P 500 Value ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 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 12,861 shares of IVE stock, worth $2.52 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
12,861
Previous 12,861
-0.0%
Holding current value
$2.52 Million
Previous $2.4 Billion
-0.0%
% of portfolio
1.85%
Previous 1.83%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,446Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio