Holistic Planning, LLC Ishares Core S&P U.S Growth Et Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Holistic Planning, LLC holds 10,791 shares of IUSG stock, worth $1.78 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

10,791

Previous 10,888 0.89%

Holding current value

$1.78 Million

Previous $1.64 Billion 8.42%

% of portfolio

0.47%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$148.97 - $165.88 $14,450 - $16,090	-97 Reduced 0.89%	10,791 $1.78 Billion
Q2 2025 Jul 28, 2025	BUY	$113.67 - $150.4 $133,789 - $177,020	1,177 Added 12.12%	10,888 $1.64 Billion
Q1 2025 Apr 23, 2025	SELL	$126.86 - $146.45 $10,529 - $12,155	-83 Reduced 0.85%	9,711 $1.23 Billion
Q4 2024 Jan 24, 2025	SELL	$129.96 - $144.97 $59,261 - $66,106	-456 Reduced 4.45%	9,794 $1.36 Billion
Q3 2024 Nov 01, 2024	SELL	$116.79 - $133.54 $159,885 - $182,816	-1,369 Reduced 11.78%	10,250 $1.35 Billion

Q1 2024 May 01, 2024	SELL	$100.95 - $117.92 $146,074 - $170,630	-1,447 Reduced 11.07%	11,619 $1.36 Billion
Q4 2023 Feb 14, 2024	BUY	$91.06 - $104.51 $1.19 Million - $1.37 Million	13,066 New	13,066 $1.36 Billion

Others Institutions Holding IUSG

# of Institutions

905

Shares Held

121M

Call Options Held

3.8K

Put Options Held

3.6K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Holistic Planning, LLC Ishares Core S&P U.S Growth Et Transaction History