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 $762,152. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,430
Previous 8,051
41.97%
Holding current value
$762,152
Previous $489 Million
45.67%
% of portfolio
0.3%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,462Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.14 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.34 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.18 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.75 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.54 Billion0.19% of portfolio