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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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.