Capital Planning Advisors, LLC Ishares Tr Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 24,295 shares of IXUS stock, worth $1.68 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
24,295
Previous 27,887 12.88%
Holding current value
$1.68 Million
Previous $1.81 Million 8.95%
% of portfolio
0.3%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$62.39 - $67.92 $224,104 - $243,968
-3,592 Reduced 12.88%
24,295 $1.65 Million
Q4 2023

Feb 12, 2024
BUY
$57.18 - $64.93 $193,096 - $219,268
3,377 Added 13.78%
27,887 $1.81 Million
Q2 2023

Aug 01, 2023
BUY
$60.88 - $63.83 $1.49 Million - $1.56 Million
24,510 New
24,510 $1.53 Million

Others Institutions Holding IXUS

# of Institutions
753
Shares Held
473M
Call Options Held
8.6K
Put Options Held
11.3K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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