Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 7,763 shares of DVY stock, worth $1.01 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,763
Previous 7,734 0.37%
Holding current value
$1.01 Million
Previous $935,000 12.09%
% of portfolio
0.43%
Previous 0.45%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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