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

Holistic Planning, LLC

$295 Billion
Q1 2025

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 10,570 shares of IJH stock, worth $601,538. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,570

Previous 10,755 1.72%

Holding current value

$601,538

Previous $670 Million 7.97%

% of portfolio

0.21%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$57.21 - $65.8 $10,583 - $12,173	-185 Reduced 1.72%	10,570 $617 Million
Q4 2024 Jan 24, 2025	SELL	$61.68 - $67.87 $41,634 - $45,812	-675 Reduced 5.91%	10,755 $670 Million
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

2,668

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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