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

Keener Financial Planning LLC

$201 Million
Q2 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Keener Financial Planning LLC holds 151,668 shares of IJR stock, worth $17.1 Million. This represents 8.26% of its overall portfolio holdings.

Number of Shares

151,668

Previous 120,812 25.54%

Holding current value

$17.1 Million

Previous $12.6 Million 31.2%

% of portfolio

8.26%

Previous 8.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$90.56 - $109.49 $2.79 Million - $3.38 Million	30,856 Added 25.54%	151,668 $16.6 Million
Q1 2025 May 09, 2025	SELL	$102.49 - $119.96 $606,330 - $709,683	-5,916 Reduced 4.67%	120,812 $12.6 Million
Q4 2024 Jan 29, 2025	BUY	$113.92 - $127.38 $1.93 Million - $2.16 Million	16,933 Added 15.42%	126,728 $14.6 Million
Q3 2024 Oct 18, 2024	SELL	$105.53 - $118.34 $869,039 - $974,529	-8,235 Reduced 6.98%	109,795 $12.8 Million
Q2 2024 Jul 26, 2024	BUY	$102.13 - $110.88 $866,470 - $940,705	8,484 Added 7.74%	118,030 $12.6 Million
Q1 2024 May 03, 2024	BUY	$102.35 - $110.52 $1.11 Million - $1.19 Million	10,800 Added 10.94%	109,546 $12.1 Million
Q4 2023 Jan 26, 2024	BUY	$87.61 - $110.11 $8.65 Million - $10.9 Million	98,746 New	98,746 $10.7 Million

Others Institutions Holding IJR

# of Institutions

2,817

Shares Held

558M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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