Holistic Planning, LLC Ishares Russell 3000 ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 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 682 shares of IWV stock, worth $230,720. This represents 0.09% of its overall portfolio holdings.
Number of Shares
682
Previous 667
2.25%
Holding current value
$230,720
Previous $200 Million
11.33%
% of portfolio
0.09%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWV
# of Institutions
835Shares Held
27.4MCall Options Held
21.2KPut Options Held
5K-
Scs Capital Management LLC Boston, MA2.04MShares$691 Million13.21% of portfolio
-
Morgan Stanley New York, NY1.22MShares$411 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$365 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$350 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$316 Million0.03% of portfolio