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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

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 4,430 shares of IJJ stock, worth $541,390. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,430
Previous 4,907 9.72%
Holding current value
$541,390
Previous $607 Million 8.74%
% of portfolio
0.2%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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