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

Planning Center, Inc.

$600 Million
Q1 2025

A detailed history of Planning Center, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Planning Center, Inc. holds 7,066 shares of IVW stock, worth $668,796. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,066

Previous 8,171 13.52%

Holding current value

$668,796

Previous $829,000 20.99%

% of portfolio

0.11%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$92.45 - $106.69 $102,157 - $117,892	-1,105 Reduced 13.52%	7,066 $655,000
Q4 2024 Jan 22, 2025	SELL	$94.43 - $105.47 $176,206 - $196,807	-1,866 Reduced 18.59%	8,171 $829,000
Q1 2024 Apr 22, 2024	SELL	$72.87 - $85.14 $18,217 - $21,285	-250 Reduced 2.43%	10,037 $847,000
Q4 2023 Jan 22, 2024	SELL	$65.78 - $75.4 $44,861 - $51,422	-682 Reduced 6.22%	10,287 $772,000
Q1 2023 Apr 17, 2023	SELL	$57.25 - $63.89 $102,821 - $114,746	-1,796 Reduced 14.07%	10,969 $700,000
Q4 2022 Jan 27, 2023	SELL	$56.73 - $63.56 $5,956 - $6,673	-105 Reduced 0.82%	12,765 $746,000
Q3 2022 Oct 18, 2022	SELL	$57.85 - $71.43 $65,486 - $80,858	-1,132 Reduced 8.08%	12,870 $735,000
Q2 2022 Jul 11, 2022	SELL	$58.13 - $77.8 $9,533 - $12,759	-164 Reduced 1.16%	14,002 $869,000
Q1 2022 Apr 15, 2022	SELL	$68.33 - $84.32 $80,629 - $99,497	-1,180 Reduced 7.69%	14,166 $1.08 Million
Q4 2021 Feb 15, 2022	BUY	$73.18 - $84.81 $1.12 Million - $1.3 Million	15,346 New	15,346 $1.2 Million

Others Institutions Holding IVW

# of Institutions

2,026

Shares Held

432M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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