Planning Directions Inc Ishares U.S. Consumer Discreti Transaction History

Planning Directions Inc

  • $188 Million
  • Q3 2025

A detailed history of Planning Directions Inc transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Planning Directions Inc holds 4,237 shares of IYC stock, worth $426,962. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,237
Previous 4,233 0.09%
Holding current value
$426,962
Previous $421,000 5.46%
% of portfolio
0.24%
Previous 0.24%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$98.12 - $105.85 $392 - $423
4 Added 0.09%
4,237 $444,000
Q2 2025

Aug 01, 2025
BUY
$79.19 - $99.64 $475 - $597
6 Added 0.14%
4,233 $421,000
Q1 2025

Apr 29, 2025
SELL
$85.71 - $101.2 $34,798 - $41,087
-406 Reduced 8.76%
4,227 $373,000
Q4 2024

Feb 06, 2025
BUY
$85.96 - $101.28 $343 - $405
4 Added 0.09%
4,633 $445,000
Q3 2024

Nov 07, 2024
BUY
$76.12 - $88.31 $456 - $529
6 Added 0.13%
4,629 $407,000
Q2 2024

Aug 09, 2024
BUY
$76.27 - $81.91 $457 - $491
6 Added 0.13%
4,623 $375,000
Q1 2024

May 08, 2024
BUY
$73.41 - $82.04 $440 - $492
6 Added 0.13%
4,617 $378,000
Q4 2023

Jan 31, 2024
BUY
$63.1 - $76.8 $1,009 - $1,228
16 Added 0.35%
4,611 $349,000
Q3 2023

Oct 27, 2023
SELL
$66.15 - $73.83 $5,688 - $6,349
-86 Reduced 1.84%
4,595 $308,000
Q2 2023

Jul 19, 2023
SELL
$62.69 - $71.17 $13,666 - $15,515
-218 Reduced 4.45%
4,681 $333,000
Q1 2023

May 11, 2023
BUY
$56.77 - $67.68 $510 - $609
9 Added 0.18%
4,899 $317,000
Q4 2022

Feb 08, 2023
BUY
$55.69 - $63.26 $389 - $442
7 Added 0.14%
4,890 $279,000
Q3 2022

Nov 08, 2022
SELL
$57.71 - $70.4 $6,982 - $8,518
-121 Reduced 2.42%
4,883 $284,000
Q2 2022

Aug 03, 2022
SELL
$55.58 - $76.32 $45,464 - $62,429
-818 Reduced 14.05%
5,004 $284,000
Q1 2022

May 19, 2022
BUY
$67.88 - $85.29 $339 - $426
5 Added 0.09%
5,822 $437,000
Q4 2021

Jan 27, 2022
BUY
$77.31 - $86.98 $154 - $173
2 Added 0.03%
5,817 $489,000
Q3 2021

Nov 09, 2021
SELL
$76.19 - $80.2 $27,276 - $28,711
-358 Reduced 5.8%
5,815 $450,000
Q2 2021

Jul 28, 2021
SELL
$74.19 - $78.41 $13,947 - $14,741
-188 Reduced 2.96%
6,173 $479,000
Q1 2021

Apr 28, 2021
SELL
$68.94 - $76.22 $1,240 - $1,371
-18 Reduced 0.28%
6,361 $476,000
Q4 2020

Jan 26, 2021
BUY
$60.62 - $70.5 $289,521 - $336,708
4,776 Added 297.94%
6,379 $450,000
Q3 2020

Nov 02, 2020
SELL
$55.33 - $65.18 $4,481 - $5,279
-81 Reduced 4.81%
1,603 $401,000
Q2 2020

Jul 21, 2020
BUY
$41.98 - $58.28 $22,879 - $31,762
545 Added 47.85%
1,684 $369,000
Q1 2020

May 05, 2020
SELL
$39.8 - $59.67 $27,859 - $41,769
-700 Reduced 38.06%
1,139 $202,000
Q4 2019

Jan 14, 2020
SELL
$53.17 - $57.47 $24,511 - $26,493
-461 Reduced 20.04%
1,839 $420,000
Q3 2019

Oct 25, 2019
SELL
$53.95 - $56.11 $8,955 - $9,314
-166 Reduced 6.73%
2,300 $500,000
Q2 2019

Jul 15, 2019
SELL
N/A
-38 Reduced 1.52%
2,466 $537,000
Q1 2019

Apr 03, 2019
SELL
N/A
-23 Reduced 0.91%
2,504 $512,000
Q4 2018

Jan 16, 2019
BUY
N/A
9 Added 0.36%
2,527 $457,000
Q3 2018

Oct 05, 2018
BUY
N/A
4 Added 0.16%
2,518 $533,000
Q2 2018

Sep 05, 2018
SELL
N/A
-161 Reduced 6.02%
2,514 $487,000
Q1 2018

May 10, 2018
BUY
N/A
2,675 New
2,675 $488,000

Others Institutions Holding IYC

# of Institutions
290
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email