Fiduciary Planning LLC Ishares Tr Transaction History

Fiduciary Planning LLC

  • $235 Million
  • Q2 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 3,333 shares of ITB stock, worth $364,096. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,333
Previous 3,945 15.51%
Holding current value
$364,096
Previous $372,000 16.67%
% of portfolio
0.13%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$85.52 - $96.61 $52,338 - $59,125
-612 Reduced 15.51%
3,333 $310,000
Q1 2025

Apr 11, 2025
SELL
$93.86 - $111.45 $78,373 - $93,060
-835 Reduced 17.47%
3,945 $372,000
Q4 2024

Jan 24, 2025
SELL
$103.31 - $129.34 $14,566 - $18,236
-141 Reduced 2.87%
4,780 $494,000
Q3 2024

Oct 22, 2024
SELL
$97.52 - $128.64 $67,386 - $88,890
-691 Reduced 12.31%
4,921 $625,000
Q2 2024

Aug 06, 2024
SELL
$100.52 - $113.96 $1.1 Million - $1.25 Million
-10,989 Reduced 66.19%
5,612 $567,000
Q1 2024

Apr 29, 2024
BUY
$97.53 - $115.77 $559,334 - $663,940
5,735 Added 52.78%
16,601 $1.92 Million
Q4 2023

Jan 25, 2024
BUY
$71.4 - $102.59 $775,832 - $1.11 Million
10,866 New
10,866 $1.11 Million
Q2 2021

Aug 06, 2021
SELL
$66.57 - $77.09 $5,525 - $6,398
-83 Closed
0 $0
Q1 2021

May 24, 2021
SELL
$54.6 - $68.53 $2.29 Million - $2.87 Million
-41,893 Reduced 99.8%
83 $6,000
Q4 2020

Feb 10, 2021
BUY
$51.98 - $59.98 $2.18 Million - $2.52 Million
41,976 New
41,976 $2.34 Million

Others Institutions Holding ITB

# of Institutions
390
Shares Held
21M
Call Options Held
3.59M
Put Options Held
7.38M
View Full List

About ISHARES TR

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

Track Fiduciary Planning LLC Portfolio

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

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email