Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 1,026 shares of IYG stock, worth $79,802. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,026

Holding current value

$79,802

% of portfolio

0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$64.2 - $71.76 $65,869 - $73,625	1,026 New	1,026 $72,000
Q4 2023 Jan 17, 2024	BUY	$145.02 - $179.81 $47,421 - $58,797	327 New	327 $58,000
Q1 2021 Apr 29, 2021	SELL	$48.45 - $58.92 $3,876 - $4,713	-80 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$38.91 - $43.53 $3,112 - $3,482	80 New	80 $10,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$117 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$113 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$87.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$76.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.7 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
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