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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 18,801 shares of IVW stock, worth $1.87 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
18,801
Previous 12,840 46.43%
Holding current value
$1.87 Million
Previous $1.08 Billion 66.03%
% of portfolio
0.76%
Previous 0.83%

Shares

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

Nov 01, 2024
BUY
$84.77 - $97.13 $505,313 - $578,991
5,961 Added 46.43%
18,801 $1.8 Billion
Q1 2024

May 01, 2024
SELL
$72.87 - $85.14 $162,281 - $189,606
-2,227 Reduced 14.78%
12,840 $1.08 Billion
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $991,107 - $1.14 Million
15,067 New
15,067 $1.13 Billion

Others Institutions Holding IVW

# of Institutions
1,818
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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