Holistic Planning, LLC Ishares Russell Mid Cap Growth Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Holistic Planning, LLC holds 2,977 shares of IWP stock, worth $376,471. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,977
Previous 2,488 19.65%
Holding current value
$376,471
Previous $284 Million 22.96%
% of portfolio
0.15%
Previous 0.22%

Shares

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

Nov 01, 2024
BUY
$103.87 - $117.59 $50,792 - $57,501
489 Added 19.65%
2,977 $349 Million
Q1 2024

May 01, 2024
SELL
$100.66 - $114.14 $22,749 - $25,795
-226 Reduced 8.33%
2,488 $284 Million
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $232,481 - $285,295
2,714 New
2,714 $284 Million

Others Institutions Holding IWP

# of Institutions
1,072
Shares Held
103M
Call Options Held
63.3K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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