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 $1.19 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

9,794

Previous 10,250 4.45%

Holding current value

$1.19 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

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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