Obsidian Personal Planning Solutions LLC Ishares Core S&P Sm Cap ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 131,278 shares of IJR stock, worth $14.7 Million. This represents 7.71% of its overall portfolio holdings.

Number of Shares
131,278
Previous 120,940 8.55%
Holding current value
$14.7 Million
Previous $14.1 Million 6.93%
% of portfolio
7.71%
Previous 6.99%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$113.92 - $127.38 $1.18 Million - $1.32 Million
10,338 Added 8.55%
131,278 $15.1 Million
Q3 2024

Nov 06, 2024
BUY
$105.53 - $118.34 $1.2 Million - $1.35 Million
11,382 Added 10.39%
120,940 $14.1 Million
Q2 2024

Jul 25, 2024
BUY
$102.13 - $110.88 $888,020 - $964,101
8,695 Added 8.62%
109,558 $11.7 Million
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $1.93 Million - $2.08 Million
18,836 Added 22.96%
100,863 $11.1 Million
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $223,317 - $280,670
2,549 Added 3.21%
82,027 $8.88 Million
Q3 2023

Nov 27, 2023
BUY
$92.9 - $105.16 $944,328 - $1.07 Million
10,165 Added 14.67%
79,478 $7.5 Million
Q3 2023

Nov 15, 2023
BUY
$92.9 - $105.16 $391,109 - $442,723
4,210 Added 6.47%
69,313 $6.54 Million
Q1 2023

Apr 11, 2023
BUY
$92.27 - $107.68 $27,404 - $31,980
297 Added 0.46%
65,103 $6.3 Million
Q4 2022

Jan 18, 2023
BUY
$89.09 - $102.13 $2,138 - $2,451
24 Added 0.04%
64,806 $6.13 Million
Q3 2022

Oct 11, 2022
BUY
$87.04 - $106.5 $236,052 - $288,828
2,712 Added 4.37%
64,782 $5.65 Million
Q2 2022

Jul 19, 2022
BUY
$89.03 - $109.02 $5.53 Million - $6.77 Million
62,070 New
62,070 $5.74 Million

Others Institutions Holding IJR

# of Institutions
2,823
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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