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

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,907 shares of IJR stock, worth $581,185. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,907

Previous 4,338 13.12%

Holding current value

$581,185

Previous $507 Million 11.41%

% of portfolio

0.2%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$113.92 - $127.38 $64,820 - $72,479	569 Added 13.12%	4,907 $565 Million
Q3 2024 Nov 01, 2024	BUY	$105.53 - $118.34 $5,909 - $6,627	56 Added 1.31%	4,338 $507 Million
Q2 2024 Jul 22, 2024	SELL	$102.13 - $110.88 $13,379 - $14,525	-131 Reduced 2.97%	4,282 $473 Million
Q1 2024 May 01, 2024	SELL	$102.35 - $110.52 $18,730 - $20,225	-183 Reduced 3.98%	4,413 $488 Million
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $402,655 - $506,065	4,596 New	4,596 $498 Million

Others Institutions Holding IJR

# of Institutions

2,644

Shares Held

505M

Call Options Held

1.03M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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