Compass Planning Associates Inc Ishares Core S&P Sm Cap ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,703 shares of IJR stock, worth $170,027. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,703
Previous 1,389 22.61%
Holding current value
$170,027
Previous $160 Million 11.25%
% of portfolio
0.18%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$102.49 - $119.96 $32,181 - $37,667
314 Added 22.61%
1,703 $178 Million
Q4 2024

Feb 03, 2025
BUY
$113.92 - $127.38 $158,234 - $176,930
1,389 New
1,389 $160 Million

Others Institutions Holding IJR

# of Institutions
2,821
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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