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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

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 4,338 shares of IJR stock, worth $509,151. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,338
Previous 4,282 1.31%
Holding current value
$509,151
Previous $473 Million 7.23%
% of portfolio
0.21%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,525
Shares Held
493M
Call Options Held
771K
Put Options Held
97.4K
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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