Fiduciary Planning LLC Ishares Core S&P Sm Cap ETF Transaction History

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024

A detailed history of Fiduciary Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 2,473 shares of IJR stock, worth $305,489. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,473
Previous 2,054 20.4%
Holding current value
$305,489
Previous $219,000 31.96%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$105.53 - $118.34 $44,217 - $49,584
419 Added 20.4%
2,473 $289,000
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $210,226 - $227,008
2,054 New
2,054 $227,000
Q2 2021

Aug 06, 2021
SELL
$106.38 - $116.3 $128,826 - $140,839
-1,211 Closed
0 $0
Q1 2021

May 24, 2021
BUY
$91.04 - $115.01 $273 - $345
3 Added 0.25%
1,211 $131,000
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $213 - $277
3 Added 0.25%
1,208 $111,000
Q3 2020

Oct 27, 2020
BUY
$65.69 - $75.96 $79,156 - $91,531
1,205 New
1,205 $85,000

Others Institutions Holding IJR

# of Institutions
2,531
Shares Held
494M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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