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

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 2,018 shares of IJT stock, worth $278,907. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,018
Previous 2,018 -0.0%
Holding current value
$278,907
Previous $264 Million -0.0%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
740
Shares Held
25.8M
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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