Holistic Planning, LLC Ishares Tr Russell 1000 ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

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 1,079 shares of IWB stock, worth $396,942. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,079

Previous 1,088 0.83%

Holding current value

$396,942

Previous $370 Million 6.76%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$339.37 - $366.46 $3,054 - $3,298	-9 Reduced 0.83%	1,079 $394 Million
Q2 2025 Jul 28, 2025	BUY	$272.36 - $339.57 $23,967 - $29,882	88 Added 8.8%	1,088 $370 Million
Q1 2025 Apr 23, 2025	SELL	$302.31 - $337.54 $14,813 - $16,539	-49 Reduced 4.67%	1,000 $307 Million
Q4 2024 Jan 24, 2025	BUY	$311.11 - $335.64 $15,244 - $16,446	49 Added 4.9%	1,049 $338 Million
Q3 2024 Nov 01, 2024	BUY	$283.28 - $314.39 $78,468 - $87,086	277 Added 38.31%	1,000 $314 Million

Q1 2024 May 01, 2024	BUY	$257.46 - $288.1 $186,143 - $208,296	723 New	723 $208 Million

Others Institutions Holding IWB

# of Institutions

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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 Tr Russell 1000 ETF Transaction History