Holistic Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,100 shares of IWD stock, worth $1.04 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,100

Previous 5,362 4.89%

Holding current value

$1.04 Million

Previous $1.04 Billion 0.3%

% of portfolio

0.27%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$192.76 - $203.86 $50,503 - $53,411	-262 Reduced 4.89%	5,100 $1.04 Billion
Q2 2025 Jul 28, 2025	BUY	$166.82 - $194.23 $33,864 - $39,428	203 Added 3.93%	5,362 $1.04 Billion
Q4 2024 Jan 24, 2025	BUY	$183.23 - $199.79 $34,080 - $37,160	186 Added 3.74%	5,159 $955 Million
Q3 2024 Nov 01, 2024	BUY	$173.36 - $189.8 $94,307 - $103,251	544 Added 12.28%	4,973 $944 Million
Q1 2024 May 01, 2024	SELL	$161.84 - $179.11 $40,298 - $44,598	-249 Reduced 5.32%	4,429 $793 Million

Q4 2023 Feb 14, 2024	BUY	$143.69 - $165.7 $672,181 - $775,144	4,678 New	4,678 $773 Million

Others Institutions Holding IWD

# of Institutions

1,992

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Holistic Planning, LLC Ishares Russell 1000 Val ETF Transaction History