Holistic Planning, LLC Ishares S&P 500 Value ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 12,133 shares of IVE stock, worth $2.47 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
12,133
Previous 12,861
5.66%
Holding current value
$2.47 Million
Previous $2.4 Billion
0.43%
% of portfolio
1.01%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.63 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.62 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.41 Billion0.32% of portfolio