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

Cypress Financial Planning LLC

$322 Million
Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 16,365 shares of IJR stock, worth $1.93 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

16,365

Previous 16,575 1.27%

Holding current value

$1.93 Million

Previous $1.81 Million 7.34%

% of portfolio

0.6%

Previous 0.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$108.46 - $120.63 $22,776 - $25,332	-210 Reduced 1.27%	16,365 $1.94 Million
Q2 2025 Jul 10, 2025	BUY	$90.56 - $109.49 $148,427 - $179,454	1,639 Added 10.97%	16,575 $1.81 Million
Q1 2025 Apr 09, 2025	BUY	$102.49 - $119.96 $43,763 - $51,222	427 Added 2.94%	14,936 $1.55 Million
Q4 2024 Jan 13, 2025	BUY	$113.92 - $127.38 $99,907 - $111,712	877 Added 6.43%	14,509 $1.67 Million
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $20,578 - $23,076	195 Added 1.45%	13,632 $1.59 Million
Q2 2024 Jul 16, 2024	BUY	$102.13 - $110.88 $6,536 - $7,096	64 Added 0.48%	13,437 $1.43 Million
Q1 2024 Apr 12, 2024	BUY	$102.35 - $110.52 $1.37 Million - $1.48 Million	13,373 New	13,373 $1.48 Million
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $105,534 - $119,461	1,136 Added 10.14%	12,340 $1.16 Million
Q2 2023 Jul 11, 2023	BUY	$91.14 - $99.81 $15,584 - $17,067	171 Added 1.55%	11,204 $1.12 Million
Q1 2023 Apr 07, 2023	BUY	$92.27 - $107.68 $80,736 - $94,220	875 Added 8.61%	11,033 $1.07 Million
Q4 2022 Jan 30, 2023	BUY	$89.09 - $102.13 $170,072 - $194,966	1,909 Added 23.14%	10,158 $961,000
Q3 2022 Oct 13, 2022	BUY	$87.04 - $106.5 $83,036 - $101,601	954 Added 13.08%	8,249 $719,000
Q2 2022 Jul 20, 2022	BUY	$89.03 - $109.02 $649,473 - $795,300	7,295 New	7,295 $674,000

Others Institutions Holding IJR

# of Institutions

2,848

Shares Held

544M

Call Options Held

554K

Put Options Held

325K

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Cypress Financial Planning LLC Ishares Core S&P Sm Cap ETF Transaction History