ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 389 Value ($000) $267 Avg Close Range
Q3 2025
Shares 558 Value ($000) $373 Avg Close Range
Q2 2025
Shares 611 Value ($000) $379 Avg Close Range
Q1 2025
Shares 730 Value ($000) $410 Avg Close Range
Q4 2024
Shares 826 Value ($000) $486 Avg Close Range
Q3 2024
Shares 830 Value ($000) $479 Avg Close Range
Q2 2024
Shares 876 Value ($000) $479 Avg Close Range
Q1 2024
Shares 874 Value ($000) $460 Avg Close Range
Q4 2023
Shares 873 Value ($000) $417 Avg Close Range
Q3 2023
Shares 760 Value ($000) $0 Avg Close Range
Q2 2023
Shares 624 Value ($000) $0 Avg Close Range
Q1 2023
Shares 623 Value ($000) $0 Avg Close Range
Q4 2022
Shares 743 Value ($000) $0 Avg Close Range
Q3 2022
Shares 741 Value ($000) $266 Avg Close Range
Q2 2022
Shares 739 Value ($000) $280 Avg Close Range
Q1 2022
Shares 738 Value ($000) $335 Avg Close Range
Q4 2021
Shares 737 Value ($000) $352 Avg Close Range
Q3 2021
Shares 736 Value ($000) $317 Avg Close Range
Q2 2021
Shares 734 Value ($000) $316 Avg Close Range
Q1 2021
Shares 823 Value ($000) $328 Avg Close Range
Q4 2020
Shares 884 Value ($000) $332 Avg Close Range
Q3 2020
Shares 911 Value ($000) $306 Avg Close Range
Q2 2020
Shares 909 Value ($000) $281 Avg Close Range
Q4 2019
Shares 687 Value ($000) $222 Avg Close Range
Q3 2019
Shares 717 Value ($000) $214 Avg Close Range
Q2 2019
Shares 716 Value ($000) $211 Avg Close Range
Q1 2019
Shares 714 Value ($000) $203 Avg Close Range
Q3 2018
Shares 710 Value ($000) $208 Avg Close Range