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

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

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 5,747 shares of OEF stock, worth $1.53 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
5,747
Previous 5,245 9.57%
Holding current value
$1.53 Million
Previous $1.42 Billion 23.13%
% of portfolio
0.5%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
502 Added 9.57%
5,747 $1.75 Billion
Q1 2025

Apr 23, 2025
SELL
N/A
-61 Reduced 1.15%
5,245 $1.42 Billion
Q4 2024

Jan 24, 2025
SELL
N/A
-35 Reduced 0.66%
5,306 $1.53 Billion
Q3 2024

Nov 01, 2024
BUY
$266.03 - $266.03 $26,070 - $26,070
98 Added 1.87%
5,341 $1.48 Billion
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
1,017
Shares Held
49.6M
Call Options Held
41.8K
Put Options Held
38.7K
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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