Ishares Tr shares owned by Planned Solutions
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $818k | 15k | 53.81 |
| 2023-12-31 | $715k | 15k | 48.29 |
| 2023-09-30 | $591k | 14k | 43.32 |
| 2023-06-30 | $633k | 14k | 44.56 |
| 2023-03-31 | $572k | 14k | 41.44 |
| 2022-12-31 | $541k | 14k | 39.01 |
| 2022-09-30 | $496k | 14k | 36.20 |
| 2022-06-30 | $517k | 14k | 37.87 |
| 2022-03-31 | $566k | 13k | 44.47 |
| 2021-12-31 | $596k | 13k | 46.53 |
| 2021-06-30 | $514k | 12k | 42.79 |
| 2021-03-31 | $433k | 11k | 40.60 |
| 2020-12-31 | $351k | 9.3k | 37.65 |
| 2020-09-30 | $312k | 9.4k | 33.15 |