Capital Planning Advisors, LLC Ishares Tr Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 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 24,330 shares of IXUS stock, worth $1.75 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
24,330
Previous 24,317 0.05%
Holding current value
$1.75 Million
Previous $1.77 Million 8.89%
% of portfolio
0.26%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$65.95 - $72.56 $857 - $943
13 Added 0.05%
24,330 $1.61 Million
Q3 2024

Nov 12, 2024
BUY
$64.9 - $73.35 $1,427 - $1,613
22 Added 0.09%
24,317 $1.77 Million
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
856
Shares Held
484M
Call Options Held
1.9K
Put Options Held
700
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC 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 Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email