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 102,984 shares of IEFA stock, worth $9.14 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

102,984

Previous 93,237 10.45%

Holding current value

$9.14 Million

Previous $7.78 Million 15.52%

% of portfolio

3.46%

Previous 3.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$81.7 - $87.53 $796,329 - $853,154	9,747 Added 10.45%	102,984 $8.99 Million
Q2 2025 Jul 29, 2025	BUY	$67.83 - $84.09 $205,864 - $255,213	3,035 Added 3.36%	93,237 $7.78 Million
Q1 2025 Apr 09, 2025	BUY	$69.57 - $78.65 $95,867 - $108,379	1,378 Added 1.55%	90,202 $6.89 Million
Q4 2024 Jan 16, 2025	BUY	$70.06 - $77.43 $107,331 - $118,622	1,532 Added 1.76%	88,824 $6.24 Million
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $21,237 - $23,858	303 Added 0.35%	87,292 $6.81 Million

Q2 2024 Jul 24, 2024	BUY	$70.77 - $76.19 $353 - $380	5 Added 0.01%	86,989 $6.32 Million
Q1 2024 Apr 26, 2024	SELL	$68.14 - $74.43 $12,605 - $13,769	-185 Reduced 0.21%	86,984 $6.46 Million
Q4 2023 Jan 17, 2024	SELL	$61.3 - $70.47 $61,790 - $71,033	-1,008 Reduced 1.14%	87,169 $6.13 Million
Q3 2023 Feb 06, 2024	BUY	$64.04 - $69.58 $122,316 - $132,897	1,910 Added 2.19%	89,079 $5.73 Million
Q2 2023 Jul 11, 2023	BUY	$66.03 - $69.1 $88,282 - $92,386	1,337 Added 1.54%	88,177 $5.95 Million
Q1 2023 Apr 12, 2023	BUY	$62.17 - $67.7 $187,566 - $204,250	3,017 Added 3.6%	86,840 $5.81 Million
Q4 2022 Jan 25, 2023	BUY	$52.35 - $63.65 $19,683 - $23,932	376 Added 0.45%	83,823 $0
Q3 2022 Oct 20, 2022	BUY	$52.32 - $63.1 $454,503 - $548,149	8,687 Added 11.62%	83,447 $4.4 Million
Q2 2022 Jul 14, 2022	BUY	$57.91 - $70.46 $233,493 - $284,094	4,032 Added 5.7%	74,760 $4.4 Million
Q1 2022 Apr 08, 2022	SELL	$63.26 - $75.48 $104,125 - $124,240	-1,646 Reduced 2.27%	70,728 $4.92 Million
Q4 2021 Feb 03, 2022	BUY	$72.36 - $77.76 $557,172 - $598,752	7,700 Added 11.91%	72,374 $5.4 Million
Q2 2021 Jul 21, 2021	BUY	$73.11 - $77.88 $212,896 - $226,786	2,912 Added 4.71%	64,674 $4.84 Million
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $558,309 - $595,269	8,141 Added 15.18%	61,762 $4.45 Million
Q4 2020 Jan 29, 2021	BUY	$58.13 - $69.71 $76,615 - $91,877	1,318 Added 2.52%	53,621 $3.71 Million
Q3 2020 Nov 06, 2020	BUY	$57.43 - $62.28 $3 Million - $3.26 Million	52,303 New	52,303 $3.15 Million

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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About ISHARES TR

Ticker IEFA
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Planned Solutions, Inc. Ishares Tr Transaction History