Holistic Planning, LLC Ishares Tr Russell 1000 ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
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 723 shares of IWB stock, worth $227,130. This represents 0.16% of its overall portfolio holdings.
Number of Shares
723
Previous 723
-0.0%
Holding current value
$227,130
Previous $208 Million
-0.0%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,340Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio