Holistic Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 11,430 shares of IJH stock, worth $712,774. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,430
Previous 8,051 41.97%
Holding current value
$712,774
Previous $489 Million 45.67%
% of portfolio
0.3%
Previous 0.38%

Shares

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

Nov 01, 2024
BUY
$57.32 - $62.65 $193,684 - $211,694
3,379 Added 41.97%
11,430 $712 Million
Q2 2024

Jul 22, 2024
SELL
$56.43 - $60.79 $20,032 - $21,580
-355 Reduced 4.22%
8,051 $489 Million
Q1 2024

May 01, 2024
BUY
$56.98 - $284.98 $377,606 - $1.89 Million
6,627 Added 372.51%
8,406 $511 Million
Q4 2023

Feb 14, 2024
BUY
$232.04 - $279.85 $412,799 - $497,853
1,779 New
1,779 $493 Million

Others Institutions Holding IJH

# of Institutions
2,465
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email