A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 364 shares of IJR stock, worth $45,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
364
Previous 396 8.08%
Holding current value
$45,227
Previous $37,000 5.41%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

SELL
$92.27 - $107.68 $2,952 - $3,445
-32 Reduced 8.08%
364 $35,000
Q4 2022

Feb 13, 2023

BUY
$89.09 - $102.13 $1,603 - $1,838
18 Added 4.76%
396 $37,000
Q3 2022

Nov 09, 2022

SELL
$87.04 - $106.5 $17,408 - $21,300
-200 Reduced 34.6%
378 $33,000
Q2 2022

Aug 11, 2022

SELL
$89.03 - $109.02 $2,225 - $2,725
-25 Reduced 4.15%
578 $53,000
Q1 2022

May 12, 2022

SELL
$102.32 - $116.69 $1,023 - $1,166
-10 Reduced 1.63%
603 $65,000
Q4 2021

Feb 09, 2022

BUY
$108.26 - $120.32 $40,056 - $44,518
370 Added 152.26%
613 $70,000
Q2 2021

Aug 05, 2021

BUY
$106.38 - $116.3 $4,574 - $5,000
43 Added 21.5%
243 $27,000
Q4 2020

Feb 01, 2021

BUY
$71.23 - $92.42 $14,246 - $18,484
200 New
200 $18,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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