Holistic Planning, LLC Ishares Tr Ishares Core Msci P Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$53.05 - $59.52 $202,014 - $226,652	3,808 New	3,808 $227 Million

Others Institutions Holding IPAC

# of Institutions

141

Shares Held

25.4M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$455 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$403 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$88 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$72 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$60.3 Million
0.01% of portfolio

About ISHARES TR ISHARES CORE MSCI P

Ticker IPAC
Sector ETFs
Industry ETFs

More about IPAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.