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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

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 4,252 shares of IJK stock, worth $404,790. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,252
Previous 4,323 1.64%
Holding current value
$404,790
Previous $360 Million 7.45%
% of portfolio
0.11%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$73.7 - $90.98 $5,232 - $6,459
-71 Reduced 1.64%
4,252 $387 Million
Q1 2025

Apr 23, 2025
SELL
$81.62 - $96.63 $13,875 - $16,427
-170 Reduced 3.78%
4,323 $360 Million
Q4 2024

Jan 24, 2025
SELL
$90.66 - $99.46 $31,731 - $34,811
-350 Reduced 7.23%
4,493 $409 Million
Q3 2024

Nov 01, 2024
SELL
$84.81 - $93.54 $20,608 - $22,730
-243 Reduced 4.78%
4,843 $445 Million
Q2 2024

Jul 22, 2024
SELL
$84.85 - $91.12 $19,345 - $20,775
-228 Reduced 4.29%
5,086 $464 Million
Q1 2024

May 01, 2024
SELL
$76.81 - $91.25 $17,359 - $20,622
-226 Reduced 4.08%
5,314 $485 Million
Q4 2023

Feb 14, 2024
BUY
$67.78 - $80.04 $375,501 - $443,421
5,540 New
5,540 $439 Million

Others Institutions Holding IJK

# of Institutions
974
Shares Held
69.7M
Call Options Held
5.3K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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