Holistic Planning, LLC Ishares Russell 3000 ETF Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

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 $253,247. This represents 0.07% of its overall portfolio holdings.

Number of Shares
682
Previous 682 -0.0%
Holding current value
$253,247
Previous $217 Million 10.5%
% of portfolio
0.07%
Previous 0.07%

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
928
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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