Holistic Planning, LLC Ishares Core S&P 500 ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,797 shares of IVV stock, worth $3.33 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
5,797
Previous 5,797
-0.0%
Holding current value
$3.33 Million
Previous $3.05 Billion
-0.0%
% of portfolio
2.34%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio