Holistic Planning, LLC Ishares Russell Mid Cap Growth Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Holistic Planning, LLC holds 2,977 shares of IWP stock, worth $399,989. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,977
Previous 2,488
19.65%
Holding current value
$399,989
Previous $284 Million
22.96%
% of portfolio
0.15%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IWP
# of Institutions
1,087Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.45 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$958 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$672 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$592 Million0.53% of portfolio