Planning Center, Inc. Ishares S&P 500 Value ETF Transaction History

Planning Center, Inc.

$572 Million
Q4 2024

A detailed history of Planning Center, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Planning Center, Inc. holds 1,216 shares of IVE stock, worth $231,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,216

Previous 2,246 45.86%

Holding current value

$231,696

Previous $442,000 47.51%

% of portfolio

0.04%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$189.5 - $206.17 $195,185 - $212,355	-1,030 Reduced 45.86%	1,216 $232,000
Q3 2024 Nov 12, 2024	SELL	$181.06 - $197.17 $19,373 - $21,097	-107 Reduced 4.55%	2,246 $442,000
Q2 2024 Aug 08, 2024	SELL	$176.58 - $186.7 $11,830 - $12,508	-67 Reduced 2.77%	2,353 $428,000
Q1 2024 Apr 22, 2024	SELL	$171.09 - $186.81 $589,918 - $644,120	-3,448 Reduced 58.76%	2,420 $452,000
Q3 2023 Oct 25, 2023	SELL	$153.33 - $166.75 $94,757 - $103,051	-618 Reduced 9.53%	5,868 $902,000
Q4 2021 Feb 15, 2022	BUY	$145.8 - $156.8 $945,658 - $1.02 Million	6,486 New	6,486 $1.01 Million

Others Institutions Holding IVE

# of Institutions

1,674

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Planning Center, Inc. Ishares S&P 500 Value ETF Transaction History