Holistic Planning, LLC Ishares S&P 500 Value ETF Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

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 11,823 shares of IVE stock, worth $2.17 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

11,823

Previous 11,999 1.47%

Holding current value

$2.17 Million

Previous $2.29 Billion 1.62%

% of portfolio

0.76%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$185.78 - $198.58 $32,697 - $34,950	-176 Reduced 1.47%	11,823 $2.25 Billion
Q4 2024 Jan 24, 2025	SELL	$189.5 - $206.17 $25,393 - $27,626	-134 Reduced 1.1%	11,999 $2.29 Billion
Q3 2024 Nov 01, 2024	SELL	$181.06 - $197.17 $131,811 - $143,539	-728 Reduced 5.66%	12,133 $2.39 Billion
Q1 2024 May 01, 2024	BUY	$171.09 - $186.81 $11,120 - $12,142	65 Added 0.51%	12,861 $2.4 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $1.89 Million - $2.23 Million	12,796 New	12,796 $2.23 Billion

Others Institutions Holding IVE

# of Institutions

1,683

Shares Held

154M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Holistic Planning, LLC Ishares S&P 500 Value ETF Transaction History