Planned Solutions, Inc. Ishares S&P 500 Value ETF Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 1,562 shares of IVE stock, worth $313,290. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,562

Previous 1,267 23.28%

Holding current value

$313,290

Previous $241,000 21.99%

% of portfolio

0.13%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$185.78 - $198.58 $54,805 - $58,581	295 Added 23.28%	1,562 $294,000
Q2 2023 Jul 11, 2023	BUY	$149.72 - $161.19 $189,695 - $204,227	1,267 New	1,267 $204,000
Q1 2022 Apr 08, 2022	SELL	$147.46 - $159.06 $569,785 - $614,607	-3,864 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$142.18 - $151.25 $96,824 - $103,001	681 Added 21.39%	3,864 $570,000
Q4 2020 Jan 29, 2021	SELL	$109.93 - $128.18 $25,613 - $29,865	-233 Reduced 6.82%	3,183 $407,000
Q3 2020 Nov 06, 2020	BUY	$106.77 - $118.22 $364,726 - $403,839	3,416 New	3,416 $384,000

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Planned Solutions, Inc. Ishares S&P 500 Value ETF Transaction History