Holistic Planning, LLC Ishares Russell Mid Cap Growth Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

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 2,872 shares of IWP stock, worth $411,672. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,872
Previous 2,926 1.85%
Holding current value
$411,672
Previous $344 Million 15.86%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$104.34 - $138.68 $5,634 - $7,488
-54 Reduced 1.85%
2,872 $398 Million
Q1 2025

Apr 23, 2025
SELL
$114.9 - $139.6 $4,136 - $5,025
-36 Reduced 1.22%
2,926 $344 Million
Q4 2024

Jan 24, 2025
SELL
$116.4 - $138.52 $1,746 - $2,077
-15 Reduced 0.5%
2,962 $375 Million
Q3 2024

Nov 01, 2024
BUY
$103.87 - $117.59 $50,792 - $57,501
489 Added 19.65%
2,977 $349 Million
Q1 2024

May 01, 2024
SELL
$100.66 - $114.14 $22,749 - $25,795
-226 Reduced 8.33%
2,488 $284 Million
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $232,481 - $285,295
2,714 New
2,714 $284 Million

Others Institutions Holding IWP

# of Institutions
1,305
Shares Held
131M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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