News + Filings Holdings
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PLANNING DIRECTIONS INC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 15,283 | -8,531 | 1,136,000 | -596,000 | $74.33 |
| 03/31/2023 | iSHARES TRUST | USMV | 23,814 | -546 | 1,732,000 | -24,000 | $72.73 |
| 12/31/2022 | iSHARES TRUST | USMV | 24,360 | -715 | 1,756,000 | 99,000 | $72.09 |
| 09/30/2022 | iSHARES TRUST | USMV | 25,075 | -1,026 | 1,657,000 | -176,000 | $66.08 |
| 06/30/2022 | iSHARES TRUST | USMV | 26,101 | -1,469 | 1,833,000 | -306,000 | $70.23 |
| 03/31/2022 | iSHARES TRUST | USMV | 27,570 | -74 | 2,139,000 | -97,000 | $77.58 |
| 12/31/2021 | iSHARES TRUST | USMV | 27,644 | -3,339 | 2,236,000 | -41,000 | $80.89 |
| 09/30/2021 | iSHARES TRUST | USMV | 30,983 | 1,204 | 2,277,000 | 85,000 | $73.49 |
| 06/30/2021 | iSHARES TRUST | USMV | 29,779 | -1,950 | 2,192,000 | 38,000 | $73.61 |
| 12/31/2020 | iSHARES TRUST | USMV | 31,729 | -48 | 2,154,000 | 129,000 | $67.89 |
| 09/30/2020 | iSHARES TRUST | USMV | 31,777 | -457 | 2,025,000 | 71,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 32,234 | 10,610 | 1,954,000 | 786,000 | $60.62 |
| 03/31/2020 | iSHARES TRUST | USMV | 21,624 | -7,395 | 1,168,000 | -736,000 | $54.01 |
| 12/31/2019 | iSHARES TRUST | USMV | 29,019 | 5,533 | 1,904,000 | 399,000 | $65.61 |
| 09/30/2019 | iSHARES TRUST | USMV | 23,486 | 2,640 | 1,505,000 | 218,000 | $64.08 |
| 06/30/2019 | iSHARES TRUST | USMV | 20,846 | 839 | 1,287,000 | 111,000 | $61.74 |
| 03/31/2019 | iSHARES TRUST | USMV | 20,007 | -305 | 1,176,000 | 112,000 | $58.78 |
| 12/31/2018 | iSHARES TRUST | USMV | 20,312 | -289 | 1,064,000 | -111,000 | $52.38 |
| 09/30/2018 | iSHARES TRUST | USMV | 20,601 | -412 | 1,175,000 | 58,000 | $57.04 |
| 06/30/2018 | iSHARES TRUST | USMV | 21,013 | 21,013 | 1,117,000 | 1,117,000 | $53.16 |
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