Holistic Planning, LLC Ishares Tr Russell 1000 ETF Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,088 shares of IWB stock, worth $398,044. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,088
Previous 1,000 8.8%
Holding current value
$398,044
Previous $307 Million 20.46%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$272.36 - $339.57 $23,967 - $29,882
88 Added 8.8%
1,088 $370 Million
Q1 2025

Apr 23, 2025
SELL
$302.31 - $337.54 $14,813 - $16,539
-49 Reduced 4.67%
1,000 $307 Million
Q4 2024

Jan 24, 2025
BUY
$311.11 - $335.64 $15,244 - $16,446
49 Added 4.9%
1,049 $338 Million
Q3 2024

Nov 01, 2024
BUY
$283.28 - $314.39 $78,468 - $87,086
277 Added 38.31%
1,000 $314 Million
Q1 2024

May 01, 2024
BUY
$257.46 - $288.1 $186,143 - $208,296
723 New
723 $208 Million

Others Institutions Holding IWB

# of Institutions
1,577
Shares Held
96M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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