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

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024

A detailed history of Fiduciary Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 2,473 shares of IJR stock, worth $312,265. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,473
Previous 2,054 20.4%
Holding current value
$312,265
Previous $219,000 31.96%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$105.53 - $118.34 $44,217 - $49,584
419 Added 20.4%
2,473 $289,000
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $210,226 - $227,008
2,054 New
2,054 $227,000
Q2 2021

Aug 06, 2021
SELL
$106.38 - $116.3 $128,826 - $140,839
-1,211 Closed
0 $0
Q1 2021

May 24, 2021
BUY
$91.04 - $115.01 $273 - $345
3 Added 0.25%
1,211 $131,000
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $213 - $277
3 Added 0.25%
1,208 $111,000
Q3 2020

Oct 27, 2020
BUY
$65.69 - $75.96 $79,156 - $91,531
1,205 New
1,205 $85,000

Others Institutions Holding IJR

# of Institutions
2,567
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email