Holistic Planning, LLC Ishares Core S&P U.S Growth Et Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Holistic Planning, LLC holds 9,794 shares of IUSG stock, worth $1.36 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

9,794

Previous 10,250 4.45%

Holding current value

$1.36 Million

Previous $1.35 Billion 0.94%

% of portfolio

0.49%

Previous 0.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$129.96 - $144.97 $59,261 - $66,106	-456 Reduced 4.45%	9,794 $1.36 Billion
Q3 2024 Nov 01, 2024	SELL	$116.79 - $133.54 $159,885 - $182,816	-1,369 Reduced 11.78%	10,250 $1.35 Billion
Q1 2024 May 01, 2024	SELL	$100.95 - $117.92 $146,074 - $170,630	-1,447 Reduced 11.07%	11,619 $1.36 Billion
Q4 2023 Feb 14, 2024	BUY	$91.06 - $104.51 $1.19 Million - $1.37 Million	13,066 New	13,066 $1.36 Billion

Others Institutions Holding IUSG

# of Institutions

819

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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 Core S&P U.S Growth Et Transaction History