Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

$260 Million
Q3 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 10,224 shares of DVY stock, worth $1.44 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,224

Previous 9,670 5.73%

Holding current value

$1.44 Million

Previous $1.28 Million 13.08%

% of portfolio

0.56%

Previous 0.54%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$133.88 - $142.57 $74,169 - $78,983	554 Added 5.73%	10,224 $1.45 Million
Q2 2025 Jul 29, 2025	BUY	$118.37 - $134.86 $2,959 - $3,371	25 Added 0.26%	9,670 $1.28 Million
Q1 2025 Apr 09, 2025	SELL	$128.58 - $138.1 $29,059 - $31,210	-226 Reduced 2.29%	9,645 $1.28 Million
Q4 2024 Jan 16, 2025	BUY	$129.55 - $143.41 $273,091 - $302,308	2,108 Added 27.15%	9,871 $1.3 Million
Q3 2024 Oct 08, 2024	BUY	$119.99 - $135.74 $3,479 - $3,936	29 Added 0.37%	7,763 $1.05 Million
Q2 2024 Jul 24, 2024	SELL	$115.73 - $125.75 $37,612 - $40,868	-325 Reduced 4.03%	7,734 $935,000
Q1 2024 Apr 26, 2024	SELL	$113.31 - $123.18 $57,561 - $62,575	-508 Reduced 5.93%	8,059 $992,000
Q4 2023 Jan 17, 2024	SELL	$102.97 - $119.06 $397,670 - $459,809	-3,862 Reduced 31.07%	8,567 $1 Million
Q3 2023 Feb 06, 2024	BUY	$107.44 - $118.16 $164,275 - $180,666	1,529 Added 17.85%	10,096 $1.09 Million
Q2 2023 Jul 11, 2023	SELL	$108.5 - $119.27 $51,537 - $56,653	-475 Reduced 3.68%	12,429 $1.41 Million
Q1 2023 Apr 12, 2023	BUY	$110.68 - $126.38 $53,901 - $61,547	487 Added 3.92%	12,904 $1.51 Million
Q4 2022 Jan 25, 2023	BUY	$107.39 - $125.5 $106,530 - $124,496	992 Added 8.68%	12,417 $0
Q3 2022 Oct 20, 2022	SELL	$107.22 - $127.71 $82,988 - $98,847	-774 Reduced 6.34%	11,425 $1.23 Million
Q2 2022 Jul 14, 2022	SELL	$113.21 - $132.14 $84,907 - $99,104	-750 Reduced 5.79%	12,199 $1.44 Million
Q1 2022 Apr 08, 2022	BUY	$119.99 - $129.75 $112,070 - $121,186	934 Added 7.77%	12,949 $1.66 Million
Q4 2021 Feb 03, 2022	BUY	$114.37 - $122.59 $9,035 - $9,684	79 Added 0.66%	12,015 $1.47 Million
Q2 2021 Jul 21, 2021	BUY	$114.14 - $123.06 $91,540 - $98,694	802 Added 7.2%	11,936 $1.39 Million
Q1 2021 Apr 29, 2021	BUY	$94.76 - $115.39 $345,021 - $420,134	3,641 Added 48.59%	11,134 $1.27 Million
Q4 2020 Jan 29, 2021	SELL	$81.33 - $97.54 $15,778 - $18,922	-194 Reduced 2.52%	7,493 $721,000
Q3 2020 Nov 06, 2020	BUY	$77.43 - $86.72 $595,204 - $666,616	7,687 New	7,687 $627,000

Others Institutions Holding DVY

# of Institutions

1,483

Shares Held

70.7M

Call Options Held

1.12M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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

Planned Solutions, Inc. Ishares Tr Transaction History