Holistic Planning, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Holistic Planning, LLC holds 7,086 shares of ISTB stock, worth $345,159. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,086
Previous 7,047
0.55%
Holding current value
$345,159
Previous $343 Million
0.94%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding ISTB
# of Institutions
424Shares Held
63.2MCall Options Held
13.1KPut Options Held
16K-
Acorns Advisers, LLC Irvine, CA11MShares$535 Million4.22% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.24MShares$255 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.37MShares$115 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.11MShares$103 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$86.9 Million0.0% of portfolio