Planned Solutions, Inc. Ishares Barclays Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Planned Solutions, Inc. holds 58 shares of IEF stock, worth $5,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,427

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$92.67 - $99.14 $5,374 - $5,750	58 New	58 $5,000
Q4 2023 Jan 17, 2024	BUY	$88.95 - $97.0 $3,291 - $3,589	37 New	37 $3,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
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