Planned Solutions, Inc. Ishares U.S. Consumer Staples Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Planned Solutions, Inc. holds 36 shares of IYK stock, worth $2,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,549

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$65.27 - $72.12 $2,349 - $2,596	36 New	36 $2,000
Q4 2023 Jan 17, 2024	BUY	$178.71 - $194.11 $2,144 - $2,329	12 New	12 $2,000
Q1 2021 Apr 29, 2021	SELL	$165.4 - $181.87 $1,984 - $2,182	-12 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$127.97 - $154.59 $1,535 - $1,855	12 New	12 $2,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

26.9M
Shares

$1.9 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$104 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$60 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$60 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$55.6 Million
0.01% of portfolio

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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