Holistic Planning, LLC Ishares Tr Russell 1000 ETF Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,049 shares of IWB stock, worth $303,045. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,049
Previous 1,000
4.9%
Holding current value
$303,045
Previous $314 Million
7.49%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,474Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.81 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.35 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.18 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$891 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$775 Million0.13% of portfolio