Lakeshore Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 36,078 shares of IJR stock, worth $4.12 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

36,078

Previous 35,896 0.51%

Holding current value

$4.12 Million

Previous $3.75 Billion 5.04%

% of portfolio

1.58%

Previous 1.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$90.56 - $109.49 $16,481 - $19,927	182 Added 0.51%	36,078 $3.94 Billion
Q1 2025 May 15, 2025	SELL	$102.49 - $119.96 $343,034 - $401,506	-3,347 Reduced 8.53%	35,896 $3.75 Billion
Q4 2024 Feb 11, 2025	BUY	$113.92 - $127.38 $112,211 - $125,469	985 Added 2.57%	39,243 $4.52 Billion
Q3 2024 Oct 31, 2024	BUY	$105.53 - $118.34 $656,818 - $736,548	6,224 Added 19.43%	38,258 $4.47 Billion
Q2 2024 Jul 25, 2024	BUY	$102.13 - $110.88 $408 - $443	4 Added 0.01%	32,034 $3.42 Billion
Q1 2024 May 10, 2024	SELL	$102.35 - $110.52 $1.08 Million - $1.17 Million	-10,544 Reduced 24.77%	32,030 $3.54 Billion
Q3 2023 Nov 14, 2023	BUY	$92.9 - $105.16 $3.96 Million - $4.48 Million	42,574 New	42,574 $4.02 Billion

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

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Lakeshore Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History