Holistic Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,338 shares of IJR stock, worth $541,772. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,338
Previous 4,282
1.31%
Holding current value
$541,772
Previous $473 Million
7.23%
% of portfolio
0.21%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio