Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 9,871 shares of DVY stock, worth $1.33 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

9,871

Previous 7,763 27.15%

Holding current value

$1.33 Million

Previous $1.05 Million 23.57%

% of portfolio

0.56%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,363

Shares Held

66.4M

Call Options Held

1.1M

Put Options Held

383K

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About ISHARES TR

Ticker DVY
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Planned Solutions, Inc. Ishares Tr Transaction History