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 $474,274. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,843
Previous 5,086
4.78%
Holding current value
$474,274
Previous $464 Million
4.07%
% of portfolio
0.19%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
935Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$664 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$662 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$363 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$296 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$218 Million0.05% of portfolio