Holistic Planning, LLC Ishares Russell 1000 Val ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
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 4,973 shares of IWD stock, worth $975,255. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,973
Previous 4,429
12.28%
Holding current value
$975,255
Previous $793 Million
18.99%
% of portfolio
0.4%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio