Planning Directions Inc Ishares Core S&P U.S Growth Et Transaction History

Planning Directions Inc

$232 Million
Q1 2025

A detailed history of Planning Directions Inc transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Planning Directions Inc holds 18,176 shares of IUSG stock, worth $2.36 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

18,176

Previous 21,787 16.57%

Holding current value

$2.36 Million

Previous $3.04 Million 23.95%

% of portfolio

1.0%

Previous 1.79%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$126.86 - $146.45 $458,091 - $528,830	-3,611 Reduced 16.57%	18,176 $2.31 Million
Q4 2024 Feb 06, 2025	SELL	$129.96 - $144.97 $67,059 - $74,804	-516 Reduced 2.31%	21,787 $3.04 Million
Q3 2024 Nov 07, 2024	BUY	$116.79 - $133.54 $56,759 - $64,900	486 Added 2.23%	22,303 $2.94 Million
Q2 2024 Aug 09, 2024	SELL	$109.98 - $128.59 $162,220 - $189,670	-1,475 Reduced 6.33%	21,817 $2.78 Million
Q1 2024 May 08, 2024	SELL	$100.95 - $117.92 $49,263 - $57,544	-488 Reduced 2.05%	23,292 $2.73 Million
Q4 2023 Jan 31, 2024	SELL	$91.06 - $104.51 $63,468 - $72,843	-697 Reduced 2.85%	23,780 $2.48 Million
Q3 2023 Oct 27, 2023	BUY	$94.27 - $100.74 $2,451 - $2,619	26 Added 0.11%	24,477 $2.32 Million
Q2 2023 Jul 19, 2023	BUY	$87.77 - $97.64 $72,585 - $80,748	827 Added 3.5%	24,451 $2.39 Million
Q1 2023 May 11, 2023	BUY	$79.81 - $88.77 $68,317 - $75,987	856 Added 3.76%	23,624 $2.1 Million
Q4 2022 Feb 08, 2023	SELL	$78.88 - $88.47 $43,147 - $48,393	-547 Reduced 2.35%	22,768 $1.86 Million
Q3 2022 Nov 08, 2022	SELL	$80.18 - $99.02 $86,353 - $106,644	-1,077 Reduced 4.42%	23,315 $1.87 Million
Q2 2022 Aug 03, 2022	SELL	$80.61 - $107.49 $60,376 - $80,510	-749 Reduced 2.98%	24,392 $2.04 Million
Q1 2022 May 19, 2022	SELL	$94.61 - $116.48 $46,169 - $56,842	-488 Reduced 1.9%	25,141 $2.66 Million
Q4 2021 Jan 27, 2022	SELL	$101.4 - $117.16 $4,968 - $5,740	-49 Reduced 0.19%	25,629 $2.96 Million
Q3 2021 Nov 09, 2021	BUY	$101.41 - $109.45 $57,499 - $62,058	567 Added 2.26%	25,678 $2.63 Million
Q2 2021 Jul 28, 2021	SELL	$91.91 - $101.16 $101,836 - $112,085	-1,108 Reduced 4.23%	25,111 $2.54 Million
Q1 2021 Apr 28, 2021	SELL	$85.7 - $93.77 $115,266 - $126,120	-1,345 Reduced 4.88%	26,219 $2.38 Million
Q4 2020 Jan 26, 2021	SELL	$77.7 - $88.69 $95,182 - $108,645	-1,225 Reduced 4.26%	27,564 $2.45 Million
Q3 2020 Nov 02, 2020	SELL	$72.62 - $86.26 $101,522 - $120,591	-1,398 Reduced 4.63%	28,789 $2.3 Million
Q2 2020 Jul 21, 2020	BUY	$54.68 - $72.85 $1.65 Million - $2.2 Million	30,187 New	30,187 $2.17 Million
Q1 2020 May 05, 2020	SELL	$49.63 - $73.36 $1.53 Million - $2.26 Million	-30,832 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$61.11 - $67.92 $54,937 - $61,060	-899 Reduced 2.83%	30,832 $2.09 Million
Q3 2019 Oct 25, 2019	SELL	$60.87 - $64.7 $91,791 - $97,567	-1,508 Reduced 4.54%	31,731 $2 Million
Q2 2019 Jul 15, 2019	BUY	$58.69 - $63.27 $39,439 - $42,517	672 Added 2.06%	33,239 $2.08 Million
Q1 2019 Apr 03, 2019	BUY	$51.25 - $60.61 $66,881 - $79,096	1,305 Added 4.17%	32,567 $1.96 Million
Q4 2018 Jan 16, 2019	SELL	$49.22 - $62.28 $10,040 - $12,705	-204 Reduced 0.65%	31,262 $1.65 Million
Q3 2018 Oct 05, 2018	BUY	$57.11 - $62.15 $34,151 - $37,165	598 Added 1.94%	31,466 $1.96 Million
Q2 2018 Sep 05, 2018	BUY	$53.25 - $59.11 $30,086 - $33,397	565 Added 1.86%	30,868 $1.77 Million
Q1 2018 May 10, 2018	BUY	$52.59 - $58.35 $1.59 Million - $1.77 Million	30,303 New	30,303 $1.66 Million

Others Institutions Holding IUSG

# of Institutions

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Planning Directions Inc with notifications on news.

Account

Planning Directions Inc Ishares Core S&P U.S Growth Et Transaction History