Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 1,026 shares of IYG stock, worth $81,043. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,026

Holding current value

$81,043

% of portfolio

0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$64.2 - $71.76 $65,869 - $73,625	1,026 New	1,026 $72,000
Q4 2023 Jan 17, 2024	BUY	$145.02 - $179.81 $47,421 - $58,797	327 New	327 $58,000
Q1 2021 Apr 29, 2021	SELL	$48.45 - $58.92 $3,876 - $4,713	-80 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$38.91 - $43.53 $3,112 - $3,482	80 New	80 $10,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

Track This Portfolio

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.

Account