Holistic Planning, LLC Ishares Russell 3000 ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 667 shares of IWV stock, worth $217,622. This represents 0.15% of its overall portfolio holdings.
Number of Shares
667
Previous 667
-0.0%
Holding current value
$217,622
Previous $200 Million
-0.0%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
833Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.04MShares$666 Million13.21% of portfolio
-
Morgan Stanley New York, NY1.22MShares$397 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$352 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$337 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$304 Million0.03% of portfolio