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

Holistic Planning, LLC

$349 Billion
Q2 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 4,954 shares of IJR stock, worth $566,093. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,954

Previous 4,935 0.39%

Holding current value

$566,093

Previous $516 Million 4.92%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,835

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

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