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 $280,425. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,894
Previous 2,018
6.14%
Holding current value
$280,425
Previous $264 Million
0.14%
% of portfolio
0.11%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$168 Million0.04% of portfolio