Planned Solutions, Inc. Ishares Core S&P Total U.S. St Transaction History

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Planned Solutions, Inc. holds 146,775 shares of ITOT stock, worth $19.4 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares
146,775
Previous 144,182 1.8%
Holding current value
$19.4 Million
Previous $17.1 Million 7.66%
% of portfolio
7.53%
Previous 8.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$113.41 - $125.62 $294,072 - $325,732
2,593 Added 1.8%
146,775 $18.4 Million
Q2 2024

Jul 24, 2024
SELL
$108.78 - $119.23 $194,281 - $212,944
-1,786 Reduced 1.22%
144,182 $17.1 Million
Q1 2024

Apr 26, 2024
SELL
$103.16 - $115.3 $190,639 - $213,074
-1,848 Reduced 1.25%
145,968 $16.8 Million
Q4 2023

Jan 17, 2024
SELL
$90.04 - $105.69 $720 - $845
-8 Reduced 0.01%
147,816 $15.6 Million
Q3 2023

Feb 06, 2024
BUY
$93.72 - $101.39 $108,152 - $117,004
1,154 Added 0.78%
148,970 $14 Million
Q2 2023

Jul 11, 2023
BUY
$89.03 - $97.84 $114,492 - $125,822
1,286 Added 0.88%
147,824 $14.5 Million
Q1 2023

Apr 12, 2023
SELL
$84.12 - $93.15 $18,927 - $20,958
-225 Reduced 0.15%
146,538 $13.3 Million
Q4 2022

Jan 25, 2023
BUY
$79.44 - $90.48 $234,030 - $266,554
2,946 Added 2.05%
146,763 $0
Q3 2022

Oct 20, 2022
BUY
$79.54 - $95.9 $651,193 - $785,133
8,187 Added 6.04%
143,817 $11.4 Million
Q2 2022

Jul 14, 2022
BUY
$80.96 - $102.19 $529,883 - $668,833
6,545 Added 5.07%
135,630 $11.4 Million
Q1 2022

Apr 08, 2022
SELL
$93.09 - $107.63 $847,677 - $980,078
-9,106 Reduced 6.59%
129,085 $13 Million
Q4 2021

Feb 03, 2022
BUY
$98.24 - $107.61 $811,560 - $888,966
8,261 Added 6.36%
138,191 $14.8 Million
Q2 2021

Jul 21, 2021
BUY
$92.76 - $98.86 $320,764 - $341,857
3,458 Added 2.73%
129,930 $12.8 Million
Q1 2021

Apr 29, 2021
BUY
$85.12 - $92.58 $11,235 - $12,220
132 Added 0.1%
126,472 $11.6 Million
Q4 2020

Jan 29, 2021
BUY
$74.05 - $86.22 $346,257 - $403,164
4,676 Added 3.84%
126,340 $10.9 Million
Q3 2020

Nov 06, 2020
BUY
$69.81 - $80.47 $8.49 Million - $9.79 Million
121,664 New
121,664 $9.18 Million

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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