Holistic Planning, LLC Ishares Tr Russell 1000 ETF Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 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 1,000 shares of IWB stock, worth $304,670. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,049 4.67%
Holding current value
$304,670
Previous $338 Million 9.23%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,493
Shares Held
95.6M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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