A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,027 shares of IJR stock, worth $848,721. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,027
Previous 6,922 1.52%
Holding current value
$848,721
Previous $738,000 11.25%
% of portfolio
0.12%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$105.53 - $118.34 $11,080 - $12,425
105 Added 1.52%
7,027 $821,000
Q2 2024

Aug 09, 2024

BUY
$102.13 - $110.88 $25,021 - $27,165
245 Added 3.67%
6,922 $738,000
Q1 2024

May 13, 2024

BUY
$102.35 - $110.52 $83,517 - $90,184
816 Added 13.92%
6,677 $737,000
Q4 2023

Feb 13, 2024

BUY
$87.61 - $110.11 $96,283 - $121,010
1,099 Added 23.08%
5,861 $634,000
Q3 2023

Nov 13, 2023

SELL
$92.9 - $105.16 $78,036 - $88,334
-840 Reduced 14.99%
4,762 $449,000
Q2 2023

Aug 10, 2023

SELL
$91.14 - $99.81 $109,641 - $120,071
-1,203 Reduced 17.68%
5,602 $558,000
Q1 2023

May 09, 2023

BUY
$92.27 - $107.68 $45,212 - $52,763
490 Added 7.76%
6,805 $658,000
Q4 2022

Feb 14, 2023

SELL
$89.09 - $102.13 $122,766 - $140,735
-1,378 Reduced 17.91%
6,315 $597,000
Q3 2022

Nov 01, 2022

SELL
$87.04 - $106.5 $17,930 - $21,939
-206 Reduced 2.61%
7,693 $671,000
Q2 2022

Aug 05, 2022

SELL
$89.03 - $109.02 $25,017 - $30,634
-281 Reduced 3.44%
7,899 $730,000
Q1 2022

May 02, 2022

SELL
$102.32 - $116.69 $8,594 - $9,801
-84 Reduced 1.02%
8,180 $882,000
Q4 2021

Feb 11, 2022

SELL
$108.26 - $120.32 $43,737 - $48,609
-404 Reduced 4.66%
8,264 $946,000
Q3 2021

Nov 18, 2021

SELL
$104.62 - $113.69 $39,650 - $43,088
-379 Reduced 4.19%
8,668 $946,000
Q2 2021

Jul 22, 2021

BUY
$106.38 - $116.3 $271,375 - $296,681
2,551 Added 39.27%
9,047 $1.02 Million
Q1 2021

Apr 21, 2021

SELL
$91.04 - $115.01 $45,428 - $57,389
-499 Reduced 7.13%
6,496 $705,000
Q4 2020

Feb 09, 2021

SELL
$71.23 - $92.42 $138,114 - $179,202
-1,939 Reduced 21.7%
6,995 $642,000
Q3 2020

Nov 02, 2020

SELL
$65.69 - $75.96 $1,576 - $1,823
-24 Reduced 0.27%
8,934 $1,000
Q2 2020

Aug 03, 2020

SELL
$50.99 - $75.55 $139,712 - $207,007
-2,740 Reduced 23.42%
8,958 $612,000
Q1 2020

Apr 30, 2020

SELL
$49.11 - $85.52 $50,534 - $88,000
-1,029 Reduced 8.09%
11,698 $656,000
Q4 2019

Feb 13, 2020

BUY
$75.05 - $84.14 $72,873 - $81,699
971 Added 8.26%
12,727 $1.07 Million
Q3 2019

Nov 13, 2019

BUY
$73.61 - $80.67 $865,359 - $948,356
11,756 New
11,756 $912,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.