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

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 4,744 shares of IJR stock, worth $554,336. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,744

Previous 4,954 4.24%

Holding current value

$554,336

Previous $541 Million 4.12%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$108.46 - $120.63 $22,776 - $25,332	-210 Reduced 4.24%	4,744 $564 Million
Q2 2025 Jul 28, 2025	BUY	$90.56 - $109.49 $1,720 - $2,080	19 Added 0.39%	4,954 $541 Million
Q1 2025 Apr 23, 2025	BUY	$102.49 - $119.96 $2,869 - $3,358	28 Added 0.57%	4,935 $516 Million
Q4 2024 Jan 24, 2025	BUY	$113.92 - $127.38 $64,820 - $72,479	569 Added 13.12%	4,907 $565 Million
Q3 2024 Nov 01, 2024	BUY	$105.53 - $118.34 $5,909 - $6,627	56 Added 1.31%	4,338 $507 Million

Q2 2024 Jul 22, 2024	SELL	$102.13 - $110.88 $13,379 - $14,525	-131 Reduced 2.97%	4,282 $473 Million
Q1 2024 May 01, 2024	SELL	$102.35 - $110.52 $18,730 - $20,225	-183 Reduced 3.98%	4,413 $488 Million
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $402,655 - $506,065	4,596 New	4,596 $498 Million

Others Institutions Holding IJR

# of Institutions

2,904

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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