Peak Financial Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Peak Financial Management, Inc.

$330 Million
Q1 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 67,767 shares of IJR stock, worth $7.23 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

67,767

Previous 68,333 0.83%

Holding current value

$7.23 Million

Previous $7.87 Million 10.0%

% of portfolio

2.14%

Previous 2.38%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$102.49 - $119.96 $58,009 - $67,897	-566 Reduced 0.83%	67,767 $7.09 Million
Q4 2024 Jan 21, 2025	BUY	$113.92 - $127.38 $227,612 - $254,505	1,998 Added 3.01%	68,333 $7.87 Million
Q3 2024 Oct 15, 2024	BUY	$105.53 - $118.34 $97,404 - $109,227	923 Added 1.41%	66,335 $7.76 Million
Q2 2024 Jul 22, 2024	BUY	$102.13 - $110.88 $28,596 - $31,046	280 Added 0.43%	65,412 $6.98 Million
Q1 2024 Apr 22, 2024	BUY	$102.35 - $110.52 $130,496 - $140,913	1,275 Added 2.0%	65,132 $7.2 Million
Q4 2023 Jan 18, 2024	SELL	$87.61 - $110.11 $32,766 - $41,181	-374 Reduced 0.58%	63,857 $6.91 Million
Q3 2023 Oct 24, 2023	BUY	$92.9 - $105.16 $228,441 - $258,588	2,459 Added 3.98%	64,231 $6.06 Million
Q2 2023 Jul 26, 2023	BUY	$91.14 - $99.81 $43,382 - $47,509	476 Added 0.78%	61,772 $6.16 Million
Q1 2023 Apr 24, 2023	BUY	$92.27 - $107.68 $67,172 - $78,391	728 Added 1.2%	61,296 $5.93 Million
Q4 2022 Jan 27, 2023	SELL	$89.09 - $102.13 $81,784 - $93,755	-918 Reduced 1.49%	60,568 $5.73 Million
Q3 2022 Oct 28, 2022	SELL	$87.04 - $106.5 $131,517 - $160,921	-1,511 Reduced 2.4%	61,486 $5.36 Million
Q2 2022 Jul 29, 2022	BUY	$89.03 - $109.02 $61,697 - $75,550	693 Added 1.11%	62,997 $5.82 Million
Q1 2022 Apr 20, 2022	BUY	$102.32 - $116.69 $93,008 - $106,071	909 Added 1.48%	62,304 $6.72 Million
Q4 2021 Jan 27, 2022	SELL	$108.26 - $120.32 $22,951 - $25,507	-212 Reduced 0.34%	61,395 $7.03 Million
Q3 2021 Oct 19, 2021	BUY	$104.62 - $113.69 $112,780 - $122,557	1,078 Added 1.78%	61,607 $6.73 Million
Q2 2021 Aug 04, 2021	SELL	$106.38 - $116.3 $307,225 - $335,874	-2,888 Reduced 4.55%	60,529 $6.84 Million
Q1 2021 Apr 29, 2021	SELL	$91.04 - $115.01 $436,172 - $551,012	-4,791 Reduced 7.02%	63,417 $6.88 Million
Q4 2020 Jan 26, 2021	SELL	$71.23 - $92.42 $4,772 - $6,192	-67 Reduced 0.1%	68,208 $6.27 Million
Q3 2020 Oct 19, 2020	SELL	$65.69 - $75.96 $13,860 - $16,027	-211 Reduced 0.31%	68,275 $4.8 Million
Q2 2020 Aug 06, 2020	BUY	$50.99 - $75.55 $94,433 - $139,918	1,852 Added 2.78%	68,486 $4.68 Million
Q1 2020 Apr 29, 2020	BUY	$49.11 - $85.52 $745,538 - $1.3 Million	15,181 Added 29.5%	66,634 $3.74 Million
Q4 2019 Jan 31, 2020	BUY	$75.05 - $84.14 $20,938 - $23,475	279 Added 0.55%	51,453 $4.31 Million
Q3 2019 Oct 29, 2019	BUY	$73.61 - $80.67 $59,844 - $65,584	813 Added 1.61%	51,174 $3.98 Million
Q2 2019 Aug 01, 2019	BUY	$73.17 - $81.37 $20,926 - $23,271	286 Added 0.57%	50,361 $3.94 Million
Q1 2019 May 01, 2019	BUY	$68.34 - $81.18 $577,336 - $685,808	8,448 Added 20.29%	50,075 $3.86 Million
Q4 2018 Jan 30, 2019	BUY	$65.14 - $85.94 $2.71 Million - $3.58 Million	41,627 New	41,627 $2.89 Million

Others Institutions Holding IJR

# of Institutions

2,820

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Peak Financial Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History