Planning Directions Inc Ishares Tr Transaction History

Planning Directions Inc

$232 Million
Q1 2025

A detailed history of Planning Directions Inc transactions in Ishares Tr stock. As of the latest transaction made, Planning Directions Inc holds 8,305 shares of IYJ stock, worth $1.14 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

8,305

Previous 9,028 8.01%

Holding current value

$1.14 Million

Previous $1.21 Million 10.29%

% of portfolio

0.47%

Previous 0.71%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$127.48 - $142.0 $92,168 - $102,666	-723 Reduced 8.01%	8,305 $1.08 Million
Q4 2024 Feb 06, 2025	SELL	$132.97 - $143.93 $16,222 - $17,559	-122 Reduced 1.33%	9,028 $1.21 Million
Q3 2024 Nov 07, 2024	SELL	$118.32 - $133.67 $2,484 - $2,807	-21 Reduced 0.23%	9,150 $1.22 Million
Q2 2024 Aug 09, 2024	SELL	$119.1 - $125.05 $81,583 - $85,659	-685 Reduced 6.95%	9,171 $1.1 Million
Q1 2024 May 08, 2024	SELL	$111.23 - $125.71 $72,966 - $82,465	-656 Reduced 6.24%	9,856 $1.24 Million
Q4 2023 Jan 31, 2024	SELL	$95.31 - $114.66 $26,496 - $31,875	-278 Reduced 2.58%	10,512 $1.2 Million
Q3 2023 Oct 27, 2023	SELL	$100.31 - $109.74 $29,290 - $32,044	-292 Reduced 2.63%	10,790 $1.09 Million
Q2 2023 Jul 19, 2023	SELL	$96.6 - $106.04 $45,885 - $50,369	-475 Reduced 4.11%	11,082 $1.18 Million
Q1 2023 May 11, 2023	SELL	$95.26 - $104.26 $109,453 - $119,794	-1,149 Reduced 9.04%	11,557 $1.16 Million
Q4 2022 Feb 08, 2023	SELL	$84.86 - $101.21 $73,997 - $88,255	-872 Reduced 6.42%	12,706 $1.23 Million
Q3 2022 Nov 08, 2022	SELL	$83.78 - $102.55 $69,621 - $85,219	-831 Reduced 5.77%	13,578 $1.14 Million
Q2 2022 Aug 03, 2022	SELL	$86.15 - $105.81 $81,928 - $100,625	-951 Reduced 6.19%	14,409 $1.27 Million
Q1 2022 May 19, 2022	SELL	$97.52 - $114.07 $156,032 - $182,512	-1,600 Reduced 9.43%	15,360 $1.62 Million
Q4 2021 Jan 27, 2022	BUY	$104.49 - $114.29 $107,624 - $117,718	1,030 Added 6.47%	16,960 $1.91 Million
Q3 2021 Nov 09, 2021	BUY	$107.16 - $114.98 $105,766 - $113,485	987 Added 6.61%	15,930 $1.71 Million
Q2 2021 Jul 28, 2021	BUY	$106.5 - $112.79 $689,800 - $730,540	6,477 Added 76.51%	14,943 $1.66 Million
Q1 2021 Apr 28, 2021	BUY	$93.24 - $105.87 $57,529 - $65,321	617 Added 7.86%	8,466 $895,000
Q4 2020 Jan 26, 2021	BUY	$81.66 - $97.19 $311,777 - $371,071	3,818 Added 94.72%	7,849 $762,000
Q3 2020 Nov 02, 2020	SELL	$74.42 - $87.03 $29,916 - $34,986	-402 Reduced 9.07%	4,031 $674,000
Q2 2020 Jul 21, 2020	BUY	$58.74 - $81.28 $260,394 - $360,314	4,433 New	4,433 $668,000
Q1 2020 May 05, 2020	SELL	$52.08 - $87.1 $258,056 - $431,580	-4,955 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$75.93 - $84.31 $18,982 - $21,077	-250 Reduced 4.8%	4,955 $831,000
Q3 2019 Oct 25, 2019	SELL	$75.18 - $80.81 $10,675 - $11,475	-142 Reduced 2.66%	5,205 $827,000
Q2 2019 Jul 15, 2019	SELL	$73.79 - $79.44 $26,564 - $28,598	-360 Reduced 6.31%	5,347 $846,000
Q1 2019 Apr 03, 2019	SELL	$62.56 - $76.42 $7,632 - $9,323	-122 Reduced 2.09%	5,707 $866,000
Q4 2018 Jan 16, 2019	SELL	$60.03 - $78.9 $14,707 - $19,330	-245 Reduced 4.03%	5,829 $749,000
Q3 2018 Oct 05, 2018	SELL	$71.72 - $79.5 $33,421 - $37,047	-466 Reduced 7.13%	6,074 $948,000
Q2 2018 Sep 05, 2018	SELL	$70.11 - $75.86 $68,918 - $74,570	-983 Reduced 13.07%	6,540 $940,000
Q1 2018 May 10, 2018	BUY	$70.82 - $79.05 $532,778 - $594,693	7,523 New	7,523 $1.09 Million

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

7.05M

Call Options Held

10.2K

Put Options Held

15K

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Planning Directions Inc Ishares Tr Transaction History