Planned Solutions, Inc. Ishares Core S&P Total U.S. St Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Planned Solutions, Inc. holds 151,829 shares of ITOT stock, worth $19.5 Million. This represents 7.98% of its overall portfolio holdings.

Number of Shares

151,829

Previous 148,154 2.48%

Holding current value

$19.5 Million

Previous $19.1 Million 3.28%

% of portfolio

7.98%

Previous 8.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$120.29 - $134.6 $442,065 - $494,655	3,675 Added 2.48%	151,829 $18.4 Million
Q4 2024 Jan 16, 2025	BUY	$124.26 - $134.12 $171,354 - $184,951	1,379 Added 0.94%	148,154 $19.1 Million
Q3 2024 Oct 08, 2024	BUY	$113.41 - $125.62 $294,072 - $325,732	2,593 Added 1.8%	146,775 $18.4 Million
Q2 2024 Jul 24, 2024	SELL	$108.78 - $119.23 $194,281 - $212,944	-1,786 Reduced 1.22%	144,182 $17.1 Million
Q1 2024 Apr 26, 2024	SELL	$103.16 - $115.3 $190,639 - $213,074	-1,848 Reduced 1.25%	145,968 $16.8 Million
Q4 2023 Jan 17, 2024	SELL	$90.04 - $105.69 $720 - $845	-8 Reduced 0.01%	147,816 $15.6 Million
Q3 2023 Feb 06, 2024	BUY	$93.72 - $101.39 $108,152 - $117,004	1,154 Added 0.78%	148,970 $14 Million
Q2 2023 Jul 11, 2023	BUY	$89.03 - $97.84 $114,492 - $125,822	1,286 Added 0.88%	147,824 $14.5 Million
Q1 2023 Apr 12, 2023	SELL	$84.12 - $93.15 $18,927 - $20,958	-225 Reduced 0.15%	146,538 $13.3 Million
Q4 2022 Jan 25, 2023	BUY	$79.44 - $90.48 $234,030 - $266,554	2,946 Added 2.05%	146,763 $0
Q3 2022 Oct 20, 2022	BUY	$79.54 - $95.9 $651,193 - $785,133	8,187 Added 6.04%	143,817 $11.4 Million
Q2 2022 Jul 14, 2022	BUY	$80.96 - $102.19 $529,883 - $668,833	6,545 Added 5.07%	135,630 $11.4 Million
Q1 2022 Apr 08, 2022	SELL	$93.09 - $107.63 $847,677 - $980,078	-9,106 Reduced 6.59%	129,085 $13 Million
Q4 2021 Feb 03, 2022	BUY	$98.24 - $107.61 $811,560 - $888,966	8,261 Added 6.36%	138,191 $14.8 Million
Q2 2021 Jul 21, 2021	BUY	$92.76 - $98.86 $320,764 - $341,857	3,458 Added 2.73%	129,930 $12.8 Million
Q1 2021 Apr 29, 2021	BUY	$85.12 - $92.58 $11,235 - $12,220	132 Added 0.1%	126,472 $11.6 Million
Q4 2020 Jan 29, 2021	BUY	$74.05 - $86.22 $346,257 - $403,164	4,676 Added 3.84%	126,340 $10.9 Million
Q3 2020 Nov 06, 2020	BUY	$69.81 - $80.47 $8.49 Million - $9.79 Million	121,664 New	121,664 $9.18 Million

Others Institutions Holding ITOT

# of Institutions

1,575

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

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About ISHARES CORE S&P TOTAL U.S. ST

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Planned Solutions, Inc. Ishares Core S&P Total U.S. St Transaction History