Sensible Money, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sensible Money, LLC

$228 Billion
Q4 2024

A detailed history of Sensible Money, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sensible Money, LLC holds 7,312 shares of IJR stock, worth $816,896. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,312

Previous 6,691 9.28%

Holding current value

$816,896

Previous $783 Million 7.67%

% of portfolio

0.37%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $70,744 - $79,102	621 Added 9.28%	7,312 $843 Million
Q3 2024 Oct 16, 2024	SELL	$105.53 - $118.34 $269,207 - $301,885	-2,551 Reduced 27.6%	6,691 $783 Million
Q2 2024 Sep 18, 2024	SELL	$102.13 - $110.88 $6,332 - $6,874	-62 Reduced 0.67%	9,242 $986 Million
Q1 2024 Jun 25, 2024	SELL	$102.35 - $110.52 $141,345 - $152,628	-1,381 Reduced 12.92%	9,304 $1.03 Billion
Q4 2023 Jun 25, 2024	SELL	$87.61 - $110.11 $243,818 - $306,436	-2,783 Reduced 20.66%	10,685 $1.16 Billion
Q3 2023 Jun 25, 2024	BUY	$92.9 - $105.16 $57,505 - $65,094	619 Added 4.82%	13,468 $1.27 Billion
Q2 2023 Jun 25, 2024	BUY	$91.14 - $99.81 $8,749 - $9,581	96 Added 0.75%	12,849 $1.28 Billion
Q1 2023 Jun 25, 2024	BUY	$92.27 - $107.68 $92 - $107	1 Added 0.01%	12,753 $1.23 Billion
Q4 2022 Jun 25, 2024	BUY	$89.09 - $102.13 $1.14 Million - $1.3 Million	12,752 New	12,752 $1.21 Billion

Others Institutions Holding IJR

# of Institutions

2,823

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sensible Money, LLC with notifications on news.

Account

Sensible Money, LLC Ishares Core S&P Sm Cap ETF Transaction History