Planned Solutions, Inc. Ishares Tr Us Telecommunicatio Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$21.65 - $25.28 $12,925 - $15,092	597 New	597 $15,000
Q4 2023 Jan 17, 2024	BUY	$19.9 - $22.82 $10,726 - $12,299	539 New	539 $12,000
Q1 2022 Apr 08, 2022	SELL	$28.69 - $33.15 $759,452 - $877,513	-26,471 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$30.27 - $33.17 $225,148 - $246,718	-7,438 Reduced 21.94%	26,471 $871,000
Q2 2021 Jul 21, 2021	SELL	$32.49 - $33.93 $65,337 - $68,233	-2,011 Reduced 5.6%	33,909 $1.13 Million
Q1 2021 Apr 29, 2021	SELL	$30.2 - $32.56 $3.12 Million - $3.37 Million	-103,369 Reduced 74.21%	35,920 $1.16 Million
Q4 2020 Jan 29, 2021	BUY	$26.37 - $30.93 $37,735 - $44,260	1,431 Added 1.04%	139,289 $4.21 Million
Q3 2020 Nov 06, 2020	BUY	$26.63 - $29.5 $3.67 Million - $4.07 Million	137,858 New	137,858 $3.75 Million

Others Institutions Holding IYZ

# of Institutions

135

Shares Held

8.99M

Call Options Held

60.4K

Put Options Held

0

Morgan Stanley New York, NY

1.68M
Shares

$46.2 Million
0.0% of portfolio
Citigroup Inc

1.17M
Shares

$32.1 Million
0.02% of portfolio
Barclays PLC London, X0

500K
Shares

$13.7 Million
0.0% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

483K
Shares

$13.3 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$11.3 Million
0.01% of portfolio

About ISHARES TR US TELECOMMUNICATIO

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