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

Holistic Planning, LLC

  • $131 Billion
  • Q1 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 5,314 shares of IJK stock, worth $463,487. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,314
Previous 5,540 4.08%
Holding current value
$463,487
Previous $439 Million 10.49%
% of portfolio
0.37%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
868
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
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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