Planned Solutions, Inc. ITOT Holdings History
Planned Solutions, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 151,829.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $18.52 Mil. This investment constitutes 7.5% of their stock portfolio, and Planned Solutions, Inc. now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 12 purchases of ITOT, at an average price of $80.47, for a total of 165,948.00 shares. In addition, there have been 5 sales at an average price of $102.41 for 14,119.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Planned Solutions, Inc.'s estimated gain on his ITOT holdings is $9.16 Mil, reflecting a 68.59% gain to date.
Planned Solutions, Inc. ITOT ($138.75) Holding Chart
Planned Solutions, Inc. ITOT ($138.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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