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

Obsidian Personal Planning Solutions LLC

$223 Million
Q1 2025

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 135,615 shares of IJR stock, worth $15 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

135,615

Previous 131,278 3.3%

Holding current value

$15 Million

Previous $15.1 Million 6.24%

% of portfolio

6.36%

Previous 7.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$102.49 - $119.96 $444,499 - $520,266	4,337 Added 3.3%	135,615 $14.2 Million
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

2,809

Shares Held

555M

Call Options Held

533K

Put Options Held

382K

View Full List

About ISHARES CORE S&P SM CAP ETF

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