Holistic Planning, LLC Ishares S&P 100 ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,243 shares of OEF stock, worth $1.39 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
5,243
Previous 5,243 -0.0%
Holding current value
$1.39 Million
Previous $1.3 Billion -0.0%
% of portfolio
1.0%
Previous 0.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$219.81 - $247.98 $6,814 - $7,687
-31 Reduced 0.59%
5,243 $1.3 Billion
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $1.02 Million - $1.18 Million
5,274 New
5,274 $1.18 Billion

Others Institutions Holding OEF

# of Institutions
801
Shares Held
34.7M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

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