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

Holistic Planning, LLC

$236 Billion
Q3 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

25.9M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.9M
Shares

$485 Million
6.59% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$393 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$86 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$70.4 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59 Million
0.01% of portfolio

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