Planning Alternatives LTD Ishares Core S&P Sm Cap ETF Transaction History

Planning Alternatives LTD

  • $767 Million
  • Q3 2025

A detailed history of Planning Alternatives LTD transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 347,661 shares of IJR stock, worth $40.6 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares
347,661
Previous 345,199 0.71%
Holding current value
$40.6 Million
Previous $37.7 Million 9.51%
% of portfolio
5.39%
Previous 5.31%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$108.46 - $120.63 $267,028 - $296,991
2,462 Added 0.71%
347,661 $41.3 Million
Q2 2025

Aug 12, 2025
BUY
$90.56 - $109.49 $1.09 Million - $1.32 Million
12,058 Added 3.62%
345,199 $37.7 Million
Q1 2025

May 09, 2025
BUY
$102.49 - $119.96 $2.52 Million - $2.95 Million
24,607 Added 7.98%
333,141 $34.8 Million
Q4 2024

Feb 06, 2025
BUY
$113.92 - $127.38 $240,712 - $269,153
2,113 Added 0.69%
308,534 $35.5 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $141,199 - $158,338
1,338 Added 0.44%
306,421 $35.8 Million
Q2 2024

Jul 25, 2024
BUY
$102.13 - $110.88 $489,815 - $531,780
4,796 Added 1.6%
305,083 $32.5 Million
Q1 2024

Apr 17, 2024
SELL
$102.35 - $110.52 $41,247 - $44,539
-403 Reduced 0.13%
300,287 $33.2 Million
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $266,509 - $334,954
3,042 Added 1.02%
300,690 $32.5 Million
Q3 2023

Oct 17, 2023
SELL
$92.9 - $105.16 $178,182 - $201,696
-1,918 Reduced 0.64%
297,648 $28.1 Million
Q2 2023

Jul 18, 2023
BUY
$91.14 - $99.81 $129,783 - $142,129
1,424 Added 0.48%
299,566 $29.9 Million
Q1 2023

May 04, 2023
BUY
$92.27 - $107.68 $141,357 - $164,965
1,532 Added 0.52%
298,142 $28.8 Million
Q4 2022

Jan 19, 2023
SELL
$89.09 - $102.13 $696,416 - $798,350
-7,817 Reduced 2.57%
296,610 $0
Q3 2022

Oct 12, 2022
BUY
$87.04 - $106.5 $241,361 - $295,324
2,773 Added 0.92%
304,427 $26.5 Million
Q2 2022

Jul 20, 2022
SELL
$89.03 - $109.02 $14.9 Million - $18.2 Million
-167,361 Reduced 35.68%
301,654 $27.9 Million
Q1 2022

Apr 28, 2022
BUY
$102.32 - $116.69 $7.58 Million - $8.64 Million
74,054 Added 18.75%
469,015 $50.6 Million
Q4 2021

Jan 25, 2022
BUY
$108.26 - $120.32 $347,622 - $386,347
3,211 Added 0.82%
394,961 $45.2 Million
Q3 2021

Oct 19, 2021
BUY
$104.62 - $113.69 $2.02 Million - $2.2 Million
19,333 Added 5.19%
391,750 $42.8 Million
Q2 2021

Jul 15, 2021
BUY
$106.38 - $116.3 $4.59 Million - $5.02 Million
43,174 Added 13.11%
372,417 $42.1 Million
Q1 2021

Apr 14, 2021
BUY
$91.04 - $115.01 $5.5 Million - $6.95 Million
60,388 Added 22.46%
329,243 $35.7 Million
Q4 2020

Jan 29, 2021
BUY
$71.23 - $92.42 $1.53 Million - $1.98 Million
21,411 Added 8.65%
268,855 $24.7 Million
Q3 2020

Oct 14, 2020
BUY
$65.69 - $75.96 $7.27 Million - $8.41 Million
110,660 Added 80.9%
247,444 $17.4 Million
Q2 2020

Jul 24, 2020
BUY
$50.99 - $75.55 $493,787 - $731,626
9,684 Added 7.62%
136,784 $9.34 Million
Q1 2020

May 04, 2020
BUY
$49.11 - $85.52 $97,827 - $170,355
1,992 Added 1.59%
127,100 $7.13 Million
Q4 2019

Jan 27, 2020
BUY
$75.05 - $84.14 $86,457 - $96,929
1,152 Added 0.93%
125,108 $10.5 Million
Q3 2019

Oct 16, 2019
SELL
$73.61 - $80.67 $394,475 - $432,310
-5,359 Reduced 4.14%
123,956 $9.65 Million
Q2 2019

Jul 24, 2019
SELL
$73.17 - $81.37 $571,165 - $635,174
-7,806 Reduced 5.69%
129,315 $10.1 Million
Q1 2019

May 06, 2019
SELL
$68.34 - $81.18 $1.7 Million - $2.02 Million
-24,847 Reduced 15.34%
137,121 $10.6 Million
Q4 2018

Feb 07, 2019
SELL
$65.14 - $85.94 $459,171 - $605,791
-7,049 Reduced 4.17%
161,968 $11.2 Million
Q3 2018

Oct 29, 2018
SELL
$84.33 - $90.31 $266,735 - $285,650
-3,163 Reduced 1.84%
169,017 $14.7 Million
Q2 2018

Jul 26, 2018
SELL
$75.25 - $86.64 $997,438 - $1.15 Million
-13,255 Reduced 7.15%
172,180 $14.4 Million
Q1 2018

May 01, 2018
SELL
$73.35 - $80.36 $5.83 Million - $6.39 Million
-79,463 Reduced 30.0%
185,435 $14.3 Million
Q4 2017

Feb 02, 2018
SELL
$73.06 - $77.74 $884,099 - $940,731
-12,101 Reduced 4.37%
264,898 $20.3 Million
Q3 2017

Oct 19, 2017
BUY
$72.31 - $74.22 $20 Million - $20.6 Million
276,999
276,999 $20.6 Million

Others Institutions Holding IJR

# of Institutions
2,880
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD 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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email