A detailed history of Planned Solutions, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 9,696 shares of IVW stock, worth $1.02 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,696
Previous 9,554 1.49%
Holding current value
$1.02 Million
Previous $884,000 4.98%
% of portfolio
0.38%
Previous 0.43%

Shares

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

Oct 08, 2024

BUY
$84.77 - $97.13 $12,037 - $13,792
142 Added 1.49%
9,696 $928,000
Q2 2024

Jul 24, 2024

SELL
$79.31 - $93.31 $98,740 - $116,170
-1,245 Reduced 11.53%
9,554 $884,000
Q1 2024

Apr 26, 2024

BUY
$72.87 - $85.14 $33,738 - $39,419
463 Added 4.48%
10,799 $911,000
Q4 2023

Jan 17, 2024

SELL
$65.78 - $75.4 $9,603 - $11,008
-146 Reduced 1.39%
10,336 $776,000
Q3 2023

Feb 06, 2024

BUY
$68.05 - $72.66 $19,598 - $20,926
288 Added 2.79%
10,624 $726,000
Q2 2023

Jul 11, 2023

BUY
$63.21 - $70.48 $64,916 - $72,382
1,027 Added 10.86%
10,482 $738,000
Q1 2023

Apr 12, 2023

SELL
$57.25 - $63.89 $6.25 Million - $6.98 Million
-109,256 Reduced 92.04%
9,455 $604,000
Q4 2022

Jan 25, 2023

BUY
$56.73 - $63.56 $295,903 - $331,528
5,216 Added 4.6%
118,711 $0
Q3 2022

Oct 20, 2022

BUY
$57.85 - $71.43 $6.57 Million - $8.11 Million
113,495 New
113,495 $6.57 Million
Q1 2022

Apr 08, 2022

SELL
$68.33 - $84.32 $675,373 - $833,418
-9,884 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$56.17 - $63.82 $416,388 - $473,097
7,413 Added 300.0%
9,884 $631,000
Q3 2020

Nov 06, 2020

BUY
$52.42 - $62.43 $129,529 - $154,264
2,471 New
2,471 $571,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. 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 Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.