Holistic Planning, LLC Ishares S&P Small Cap 600 Grow Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Holistic Planning, LLC holds 1,894 shares of IJT stock, worth $262,546. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,894
Previous 2,018 6.14%
Holding current value
$262,546
Previous $264 Million 0.14%
% of portfolio
0.11%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$127.29 - $141.5 $15,783 - $17,546
-124 Reduced 6.14%
1,894 $264 Million
Q1 2024

May 01, 2024
SELL
$119.97 - $130.73 $7,438 - $8,105
-62 Reduced 2.98%
2,018 $264 Million
Q4 2023

Feb 14, 2024
BUY
$103.08 - $127.26 $214,406 - $264,700
2,080 New
2,080 $260 Million

Others Institutions Holding IJT

# of Institutions
750
Shares Held
26.2M
Call Options Held
12.1K
Put Options Held
6.4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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