Holistic Planning, LLC Ishares Core S&P U.S. Value 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. Value Et stock. As of the latest transaction made, Holistic Planning, LLC holds 17,450 shares of IUSV stock, worth $1.67 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

17,450

Previous 20,355 14.27%

Holding current value

$1.67 Million

Previous $1.94 Billion 16.88%

% of portfolio

0.59%

Previous 0.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$91.94 - $100.02 $267,085 - $290,558	-2,905 Reduced 14.27%	17,450 $1.62 Billion
Q3 2024 Nov 01, 2024	BUY	$87.56 - $95.49 $437 - $477	5 Added 0.02%	20,355 $1.94 Billion
Q2 2024 Jul 22, 2024	SELL	$85.39 - $90.42 $59,773 - $63,294	-700 Reduced 3.33%	20,350 $1.84 Billion
Q1 2024 May 01, 2024	SELL	$82.87 - $90.44 $96,460 - $105,272	-1,164 Reduced 5.24%	21,050 $1.9 Billion
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $1.59 Million - $1.88 Million	22,214 New	22,214 $1.87 Billion

Others Institutions Holding IUSV

# of Institutions

763

Shares Held

166M

Call Options Held

2.9K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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