Planning Directions Inc Ishares Tr Transaction History

Planning Directions Inc

$193 Million
Q4 2025

A detailed history of Planning Directions Inc transactions in Ishares Tr stock. As of the latest transaction made, Planning Directions Inc holds 10,004 shares of IYH stock, worth $638,955. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,004

Previous 12,546 20.26%

Holding current value

$638,955

Previous $736,000 13.32%

% of portfolio

0.33%

Previous 0.39%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$59.84 - $64.29 $152,113 - $163,425	-2,542 Reduced 20.26%	10,004 $638,000
Q3 2025 Nov 12, 2025	SELL	$54.36 - $58.96 $43,216 - $46,873	-795 Reduced 5.96%	12,546 $736,000
Q2 2025 Aug 01, 2025	SELL	$53.97 - $60.17 $29,251 - $32,612	-542 Reduced 3.9%	13,341 $753,000
Q1 2025 Apr 29, 2025	SELL	$58.32 - $62.76 $120,547 - $129,724	-2,067 Reduced 12.96%	13,883 $845,000
Q4 2024 Feb 06, 2025	SELL	$57.53 - $65.24 $175,466 - $198,981	-3,050 Reduced 16.05%	15,950 $929,000

Q3 2024 Nov 07, 2024	SELL	$60.29 - $66.38 $102,251 - $112,580	-1,696 Reduced 8.19%	19,000 $1.24 Million
Q2 2024 Aug 09, 2024	SELL	$58.05 - $61.75 $114,010 - $121,277	-1,964 Reduced 8.67%	20,696 $1.27 Million
Q1 2024 May 08, 2024	BUY	$60.83 - $309.78 $919,992 - $4.69 Million	15,124 Added 200.69%	22,660 $1.4 Million
Q4 2023 Jan 31, 2024	BUY	$257.23 - $286.28 $84,628 - $94,186	329 Added 4.57%	7,536 $2.16 Million
Q3 2023 Oct 27, 2023	BUY	$270.07 - $286.44 $123,692 - $131,189	458 Added 6.79%	7,207 $1.95 Million
Q2 2023 Jul 19, 2023	BUY	$267.13 - $285.74 $181,915 - $194,588	681 Added 11.22%	6,749 $1.89 Million
Q1 2023 May 11, 2023	BUY	$260.66 - $283.72 $100,093 - $108,948	384 Added 6.76%	6,068 $1.66 Million
Q4 2022 Feb 08, 2023	BUY	$50.9 - $291.18 $31,710 - $181,405	623 Added 12.31%	5,684 $1.61 Million
Q3 2022 Nov 08, 2022	BUY	$50.54 - $281.89 $53,067 - $295,984	1,050 Added 26.18%	5,061 $1.28 Million
Q2 2022 Aug 03, 2022	BUY	$249.77 - $300.0 $82,673 - $99,300	331 Added 8.99%	4,011 $1.08 Million
Q1 2022 May 19, 2022	BUY	$266.13 - $297.6 $83,830 - $93,744	315 Added 9.36%	3,680 $1.06 Million
Q4 2021 Jan 27, 2022	BUY	$271.82 - $301.88 $17,396 - $19,320	64 Added 1.94%	3,365 $1.01 Million
Q3 2021 Nov 09, 2021	SELL	$275.57 - $296.34 $26,454 - $28,448	-96 Reduced 2.83%	3,301 $911,000
Q2 2021 Jul 28, 2021	SELL	$251.53 - $273.61 $44,017 - $47,881	-175 Reduced 4.9%	3,397 $927,000
Q1 2021 Apr 28, 2021	SELL	$239.92 - $258.36 $74,375 - $80,091	-310 Reduced 7.99%	3,572 $902,000
Q4 2020 Jan 26, 2021	SELL	$219.61 - $245.91 $41,286 - $46,231	-188 Reduced 4.62%	3,882 $955,000
Q3 2020 Nov 02, 2020	SELL	$217.29 - $234.25 $5,649 - $6,090	-26 Reduced 0.63%	4,070 $925,000
Q2 2020 Jul 21, 2020	BUY	$180.66 - $222.47 $739,983 - $911,237	4,096 New	4,096 $883,000
Q1 2020 May 05, 2020	SELL	$158.63 - $221.56 $661,962 - $924,569	-4,173 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$184.36 - $217.02 $10,877 - $12,804	-59 Reduced 1.39%	4,173 $900,000
Q3 2019 Oct 25, 2019	BUY	$187.31 - $198.79 $1,685 - $1,789	9 Added 0.21%	4,232 $800,000
Q2 2019 Jul 15, 2019	SELL	$180.7 - $197.36 $3,614 - $3,947	-20 Reduced 0.47%	4,223 $825,000
Q1 2019 Apr 03, 2019	BUY	$174.36 - $196.3 $40,102 - $45,149	230 Added 5.73%	4,243 $822,000
Q4 2018 Jan 16, 2019	SELL	$170.02 - $204.02 $6,460 - $7,752	-38 Reduced 0.94%	4,013 $726,000
Q3 2018 Oct 05, 2018	SELL	$178.76 - $202.9 $7,329 - $8,318	-41 Reduced 1.0%	4,051 $822,000
Q2 2018 Sep 05, 2018	SELL	$168.2 - $183.1 $40,872 - $44,493	-243 Reduced 5.61%	4,092 $729,000
Q1 2018 May 10, 2018	BUY	$169.12 - $192.78 $733,135 - $835,701	4,335 New	4,335 $748,000

Others Institutions Holding IYH

# of Institutions

561

Shares Held

23.9M

Call Options Held

5.5K

Put Options Held

4.4K

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Planning Directions Inc Ishares Tr Transaction History