Holistic Planning, LLC Ishares Tr Transaction History

Holistic Planning, LLC

$236 Billion
Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 4,297 shares of IEFA stock, worth $321,028. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,297

Holding current value

$321,028

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$70.09 - $78.74 $301,176 - $338,345	4,297 New	4,297 $335 Million

Others Institutions Holding IEFA

# of Institutions

1,972

Shares Held

1.42B

Call Options Held

141K

Put Options Held

534K

Bank Of America Corp Charlotte, NC

173M
Shares

$12.9 Billion
1.12% of portfolio
Morgan Stanley New York, NY

98.7M
Shares

$7.38 Billion
0.56% of portfolio
Jones Financial Companies Lllp

84.5M
Shares

$6.31 Billion
7.1% of portfolio
Wells Fargo & Company San Francisco, CA

60.1M
Shares

$4.49 Billion
1.07% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$4.41 Billion
14.41% of portfolio

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About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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Holistic Planning, LLC Ishares Tr Transaction History