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 $1.24 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
9,794
Previous 10,250 4.45%
Holding current value
$1.24 Million
Previous $1.35 Billion 0.94%
% of portfolio
0.49%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email