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

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 6,949 shares of IVV stock, worth $4.15 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
6,949
Previous 5,797 19.87%
Holding current value
$4.15 Million
Previous $3.05 Billion 31.51%
% of portfolio
1.7%
Previous 2.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$520.18 - $576.82 $599,247 - $664,496
1,152 Added 19.87%
6,949 $4.01 Billion
Q1 2024

May 01, 2024
BUY
$469.56 - $525.73 $443,264 - $496,289
944 Added 19.45%
5,797 $3.05 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2 Million - $2.32 Million
4,853 New
4,853 $2.32 Billion

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email