Holistic Planning, LLC Ishares S&P Midcap 400 Growth Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Holistic Planning, LLC holds 4,843 shares of IJK stock, worth $465,654. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,843
Previous 5,086
4.78%
Holding current value
$465,654
Previous $464 Million
4.07%
% of portfolio
0.19%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
917Shares Held
75.2MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$680 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$648 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$330 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$322 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$284 Million12.99% of portfolio