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

Planned Solutions, Inc.

$231 Million
Q4 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 17,583 shares of IVW stock, worth $1.63 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

17,583

Previous 9,696 81.34%

Holding current value

$1.63 Million

Previous $928,000 92.35%

% of portfolio

0.77%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$94.43 - $105.47 $744,769 - $831,841	7,887 Added 81.34%	17,583 $1.79 Million
Q3 2024 Oct 08, 2024	BUY	$84.77 - $97.13 $12,037 - $13,792	142 Added 1.49%	9,696 $928,000
Q2 2024 Jul 24, 2024	SELL	$79.31 - $93.31 $98,740 - $116,170	-1,245 Reduced 11.53%	9,554 $884,000
Q1 2024 Apr 26, 2024	BUY	$72.87 - $85.14 $33,738 - $39,419	463 Added 4.48%	10,799 $911,000
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $9,603 - $11,008	-146 Reduced 1.39%	10,336 $776,000
Q3 2023 Feb 06, 2024	BUY	$68.05 - $72.66 $19,598 - $20,926	288 Added 2.79%	10,624 $726,000
Q2 2023 Jul 11, 2023	BUY	$63.21 - $70.48 $64,916 - $72,382	1,027 Added 10.86%	10,482 $738,000
Q1 2023 Apr 12, 2023	SELL	$57.25 - $63.89 $6.25 Million - $6.98 Million	-109,256 Reduced 92.04%	9,455 $604,000
Q4 2022 Jan 25, 2023	BUY	$56.73 - $63.56 $295,903 - $331,528	5,216 Added 4.6%	118,711 $0
Q3 2022 Oct 20, 2022	BUY	$57.85 - $71.43 $6.57 Million - $8.11 Million	113,495 New	113,495 $6.57 Million
Q1 2022 Apr 08, 2022	SELL	$68.33 - $84.32 $675,373 - $833,418	-9,884 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$56.17 - $63.82 $416,388 - $473,097	7,413 Added 300.0%	9,884 $631,000
Q3 2020 Nov 06, 2020	BUY	$52.42 - $62.43 $129,529 - $154,264	2,471 New	2,471 $571,000

Others Institutions Holding IVW

# of Institutions

2,015

Shares Held

425M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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