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

Planned Solutions, Inc.

$260 Million
Q3 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 2,078 shares of IVV stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,078

Previous 1,586 31.02%

Holding current value

$1.4 Million

Previous $984,000 41.26%

% of portfolio

0.54%

Previous 0.42%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$620.67 - $670.08 $305,369 - $329,679	492 Added 31.02%	2,078 $1.39 Million
Q2 2025 Jul 29, 2025	BUY	$498.8 - $620.9 $3,491 - $4,346	7 Added 0.44%	1,586 $984,000
Q1 2025 Apr 09, 2025	BUY	$554.06 - $615.85 $53,189 - $59,121	96 Added 6.47%	1,579 $881,000
Q4 2024 Jan 16, 2025	SELL	$570.51 - $610.59 $3,423 - $3,663	-6 Reduced 0.4%	1,483 $873,000
Q3 2024 Oct 08, 2024	BUY	$520.18 - $576.82 $520 - $576	1 Added 0.07%	1,489 $858,000

Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $497 - $549	1 Added 0.07%	1,488 $814,000
Q1 2024 Apr 26, 2024	BUY	$469.56 - $525.73 $3,286 - $3,680	7 Added 0.47%	1,487 $781,000
Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $825 - $958	2 Added 0.14%	1,480 $706,000
Q3 2023 Feb 06, 2024	SELL	$427.76 - $460.18 $855 - $920	-2 Reduced 0.14%	1,478 $634,000
Q2 2023 Jul 11, 2023	BUY	$406.17 - $445.71 $406 - $445	1 Added 0.07%	1,478 $658,000
Q1 2023 Apr 12, 2023	BUY	$381.13 - $418.66 $381 - $418	1 Added 0.07%	1,477 $607,000
Q4 2022 Jan 25, 2023	SELL	$357.98 - $409.32 $3,579 - $4,093	-10 Reduced 0.67%	1,476 $0
Q3 2022 Oct 20, 2022	BUY	$358.65 - $432.04 $13,270 - $15,985	37 Added 2.55%	1,486 $533,000
Q2 2022 Jul 14, 2022	BUY	$366.99 - $458.8 $366 - $458	1 Added 0.07%	1,449 $549,000
Q1 2022 Apr 08, 2022	SELL	$418.06 - $479.84 $1,672 - $1,919	-4 Reduced 0.28%	1,448 $657,000
Q4 2021 Feb 03, 2022	SELL	$430.29 - $479.53 $2,151 - $2,397	-5 Reduced 0.34%	1,452 $693,000
Q2 2021 Jul 21, 2021	BUY	$402.08 - $429.92 $585,830 - $626,393	1,457 New	1,457 $626,000
Q1 2021 Apr 29, 2021	SELL	$370.22 - $398.75 $147,717 - $159,101	-399 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$327.62 - $375.39 $327 - $375	1 Added 0.25%	399 $150,000
Q3 2020 Nov 06, 2020	BUY	$311.81 - $359.24 $124,100 - $142,977	398 New	398 $134,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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