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

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

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 1,267 shares of IVE stock, worth $261,217. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,267
Previous 1,267 -0.0%
Holding current value
$261,217
Previous $230,000 8.26%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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