Planned Solutions, Inc. Ishares Tr Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

A detailed history of Planned Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 17,364 shares of LRGF stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,364

Previous 17,970 3.37%

Holding current value

$1.07 Million

Previous $1.06 Million 0.85%

% of portfolio

0.45%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$58.25 - $63.26 $35,299 - $38,335	-606 Reduced 3.37%	17,364 $1.05 Million
Q3 2024 Oct 08, 2024	BUY	$52.89 - $58.77 $120,324 - $133,701	2,275 Added 14.5%	17,970 $1.06 Million
Q2 2024 Jul 24, 2024	BUY	$50.75 - $56.08 $24,969 - $27,591	492 Added 3.24%	15,695 $874,000
Q1 2024 Apr 26, 2024	BUY	$47.39 - $53.82 $18,908 - $21,474	399 Added 2.7%	15,203 $818,000
Q4 2023 Jan 17, 2024	BUY	$41.5 - $48.47 $25,190 - $29,421	607 Added 4.28%	14,804 $714,000
Q3 2023 Feb 06, 2024	SELL	$43.03 - $46.09 $50,345 - $53,925	-1,170 Reduced 7.9%	13,634 $590,000
Q2 2023 Jul 11, 2023	BUY	$40.55 - $44.56 $16,260 - $17,868	401 Added 2.91%	14,197 $632,000
Q1 2023 Apr 12, 2023	SELL	$38.59 - $42.55 $2,701 - $2,978	-70 Reduced 0.5%	13,796 $571,000
Q4 2022 Jan 25, 2023	BUY	$36.32 - $41.5 $5,956 - $6,806	164 Added 1.2%	13,866 $0
Q3 2022 Oct 20, 2022	BUY	$36.22 - $43.47 $1,847 - $2,216	51 Added 0.37%	13,702 $496,000
Q2 2022 Jul 14, 2022	BUY	$36.62 - $44.84 $33,763 - $41,342	922 Added 7.24%	13,651 $517,000
Q1 2022 Apr 08, 2022	SELL	$41.63 - $46.8 $3,372 - $3,790	-81 Reduced 0.63%	12,729 $566,000
Q4 2021 Feb 03, 2022	BUY	$42.09 - $46.8 $33,629 - $37,393	799 Added 6.65%	12,810 $596,000
Q2 2021 Jul 21, 2021	BUY	$41.07 - $43.14 $55,280 - $58,066	1,346 Added 12.62%	12,011 $514,000
Q1 2021 Apr 29, 2021	BUY	$37.2 - $40.64 $49,922 - $54,538	1,342 Added 14.39%	10,665 $433,000
Q4 2020 Jan 29, 2021	SELL	$32.84 - $37.67 $2,889 - $3,314	-88 Reduced 0.94%	9,323 $351,000
Q3 2020 Nov 06, 2020	BUY	$30.99 - $34.95 $291,646 - $328,914	9,411 New	9,411 $312,000

Others Institutions Holding LRGF

# of Institutions

201

Shares Held

33.1M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
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Planned Solutions, Inc. Ishares Tr Transaction History