Holistic Planning, LLC Ishares Russell 2000 Gwt ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 957 shares of IWO stock, worth $283,817. This represents 0.1% of its overall portfolio holdings.

Number of Shares
957
Holding current value
$283,817
% of portfolio
0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$278.19 - $315.36 $266,227 - $301,799
957 New
957 $275 Million

Others Institutions Holding IWO

# of Institutions
1,086
Shares Held
33.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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