Center For Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History

Center For Financial Planning, Inc.

$691 Million
Q2 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 6,572 shares of IJS stock, worth $704,781. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,572

Previous 6,572 -0.0%

Holding current value

$704,781

Previous $675,000 5.33%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$82.1 - $104.53 $66,911 - $85,191	815 Added 14.16%	6,572 $677,000
Q4 2022 Jan 27, 2023	SELL	$84.57 - $97.98 $55,393 - $64,176	-655 Reduced 10.22%	5,757 $0
Q3 2022 Oct 14, 2022	BUY	$82.45 - $101.32 $35,865 - $44,074	435 Added 7.28%	6,412 $529,000
Q4 2021 Feb 08, 2022	SELL	$99.12 - $110.76 $5,451 - $6,091	-55 Reduced 0.91%	5,977 $625,000
Q2 2021 Jul 29, 2021	SELL	$99.12 - $110.44 $27,158 - $30,260	-274 Reduced 4.35%	6,032 $636,000
Q4 2020 Feb 09, 2021	BUY	$62.11 - $81.5 $195,832 - $256,969	3,153 Added 100.0%	6,306 $513,000
Q2 2020 Aug 06, 2020	SELL	$45.29 - $69.3 $230,027 - $351,974	-5,079 Reduced 61.7%	3,153 $380,000
Q1 2020 May 11, 2020	BUY	$44.17 - $81.02 $363,607 - $666,956	8,232 New	8,232 $823,000

Others Institutions Holding IJS

# of Institutions

803

Shares Held

39.4M

Call Options Held

15.5K

Put Options Held

5.6K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History