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 $230,720. This represents 0.09% of its overall portfolio holdings.

Number of Shares
682
Previous 667 2.25%
Holding current value
$230,720
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
835
Shares Held
27.4M
Call Options Held
21.2K
Put Options Held
5K
View Full List

About ISHARES RUSSELL 3000 ETF

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