A detailed history of Plan Group Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 68,668 shares of IJR stock, worth $7.95 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
68,668
Previous 72,140 4.81%
Holding current value
$7.95 Million
Previous $7.69 Million 4.38%
% of portfolio
4.28%
Previous 4.75%

Shares

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

Oct 22, 2024

SELL
$105.53 - $118.34 $366,400 - $410,876
-3,472 Reduced 4.81%
68,668 $8.03 Million
Q2 2024

Aug 05, 2024

BUY
$102.13 - $110.88 $1.2 Million - $1.31 Million
11,788 Added 19.53%
72,140 $7.69 Million
Q1 2024

Apr 26, 2024

BUY
$102.35 - $110.52 $881,847 - $952,240
8,616 Added 16.65%
60,352 $6.67 Million
Q4 2023

Jan 29, 2024

BUY
$87.61 - $110.11 $1.31 Million - $1.65 Million
14,958 Added 40.67%
51,736 $5.6 Million
Q3 2023

Nov 13, 2023

BUY
$92.9 - $105.16 $1.62 Million - $1.84 Million
17,470 Added 90.48%
36,778 $3.47 Million
Q2 2023

Aug 10, 2023

BUY
$91.14 - $99.81 $1.76 Million - $1.93 Million
19,308 New
19,308 $1.92 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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