Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Holistic Planning, LLC holds 3,711 shares of IJJ stock, worth $473,189. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,711

Previous 4,344 14.57%

Holding current value

$473,189

Previous $537 Million 10.33%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$122.57 - $132.57 $77,586 - $83,916	-633 Reduced 14.57%	3,711 $481 Million
Q1 2025 Apr 23, 2025	SELL	$117.4 - $131.02 $10,096 - $11,267	-86 Reduced 1.94%	4,344 $520 Million
Q4 2024 Jan 24, 2025	SELL	$121.89 - $135.52 $58,141 - $64,643	-477 Reduced 9.72%	4,430 $554 Million
Q3 2024 Nov 01, 2024	BUY	$111.9 - $124.28 $22,827 - $25,353	204 Added 4.34%	4,907 $607 Million
Q2 2024 Jul 22, 2024	SELL	$109.44 - $118.4 $29,329 - $31,731	-268 Reduced 5.39%	4,703 $556 Million

Q1 2024 May 01, 2024	SELL	$109.27 - $118.29 $20,652 - $22,356	-189 Reduced 3.66%	4,971 $588 Million
Q4 2023 Feb 14, 2024	BUY	$93.05 - $115.17 $480,138 - $594,277	5,160 New	5,160 $588 Million

Others Institutions Holding IJJ

# of Institutions

918

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Ishares S&P Midcap 400 Value E Transaction History