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

Planning Center, Inc.

$431 Million
Q1 2024

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 10,037 shares of IVW stock, worth $924,206. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,037

Previous 10,287 2.43%

Holding current value

$924,206

Previous $772,000 9.72%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.99 - $63.56 $5,983 - $6,673	-105 Reduced 0.82%	12,765 $746,000
Q3 2022 Oct 18, 2022	SELL	$59.8 - $71.43 $67,693 - $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

1,688

Shares Held

392M

Call Options Held

379K

Put Options Held

355K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Account

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