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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

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 10,250 shares of IUSG stock, worth $1.37 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,250
Previous 11,619 11.78%
Holding current value
$1.37 Million
Previous $1.36 Billion 0.72%
% of portfolio
0.57%
Previous 1.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
723
Shares Held
113M
Call Options Held
3.9K
Put Options Held
3.1K
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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