Holistic Planning, LLC Ishares Russell 3000 ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 667 shares of IWV stock, worth $217,622. This represents 0.15% of its overall portfolio holdings.

Number of Shares
667
Previous 667 -0.0%
Holding current value
$217,622
Previous $200 Million -0.0%
% of portfolio
0.15%
Previous 0.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
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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