Planning Alternatives LTD Ishares Core S&P Total U.S. St Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$80.96 - $102.19 $5,343 - $6,744	-66 Reduced 2.7%	2,382 $200,000
Q1 2022 Apr 28, 2022	SELL	$93.09 - $107.63 $13,870 - $16,036	-149 Reduced 5.74%	2,448 $247,000
Q4 2021 Jan 25, 2022	BUY	$98.24 - $107.61 $294 - $322	3 Added 0.12%	2,597 $278,000
Q3 2021 Oct 19, 2021	BUY	$97.33 - $103.96 $10,122 - $10,811	104 Added 4.18%	2,594 $255,000
Q2 2021 Jul 15, 2021	SELL	$92.76 - $98.86 $192,755 - $205,431	-2,078 Reduced 45.49%	2,490 $246,000
Q1 2021 Apr 14, 2021	BUY	$85.12 - $92.58 $388,828 - $422,905	4,568 New	4,568 $418,000
Q1 2020 May 04, 2020	SELL	$49.67 - $76.42 $143,248 - $220,395	-2,884 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$65.12 - $72.96 $187,806 - $210,416	2,884 New	2,884 $210,000

Others Institutions Holding ITOT

# of Institutions

1,381

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

About ISHARES CORE S&P TOTAL U.S. ST

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