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

Holistic Planning, LLC

  • $236 Billion
  • Q3 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 5,341 shares of OEF stock, worth $1.42 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
5,341
Previous 5,243 1.87%
Holding current value
$1.42 Million
Previous $1.3 Billion 13.95%
% of portfolio
0.63%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
835
Shares Held
35.7M
Call Options Held
9.9K
Put Options Held
26.4K
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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