Holistic Planning, LLC Ishares Russell 3000 ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 682 shares of IWV stock, worth $232,227. This represents 0.09% of its overall portfolio holdings.

Number of Shares
682
Previous 667 2.25%
Holding current value
$232,227
Previous $200 Million 11.33%
% of portfolio
0.09%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$294.75 - $326.73 $4,421 - $4,900
15 Added 2.25%
682 $223 Million
Q1 2024

May 01, 2024
BUY
$268.36 - $300.08 $178,996 - $200,153
667 New
667 $200 Million

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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