Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Holistic Planning, LLC holds 4,344 shares of IJJ stock, worth $561,983. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,344

Previous 4,344 -0.0%

Holding current value

$561,983

Previous $520 Million 3.22%

% of portfolio

0.15%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$117.4 - $131.02 $10,096 - $11,267	-86 Reduced 1.94%	4,344 $520 Million
Q4 2024 Jan 24, 2025	SELL	$121.89 - $135.52 $58,141 - $64,643	-477 Reduced 9.72%	4,430 $554 Million
Q3 2024 Nov 01, 2024	BUY	$111.9 - $124.28 $22,827 - $25,353	204 Added 4.34%	4,907 $607 Million
Q2 2024 Jul 22, 2024	SELL	$109.44 - $118.4 $29,329 - $31,731	-268 Reduced 5.39%	4,703 $556 Million
Q1 2024 May 01, 2024	SELL	$109.27 - $118.29 $20,652 - $22,356	-189 Reduced 3.66%	4,971 $588 Million
Q4 2023 Feb 14, 2024	BUY	$93.05 - $115.17 $480,138 - $594,277	5,160 New	5,160 $588 Million

Others Institutions Holding IJJ

# of Institutions

909

Shares Held

42.1M

Call Options Held

184K

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History