Strategic Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Strategic Financial Planning, Inc.

$151 Million
Q3 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 5,299 shares of IJR stock, worth $668,468. This represents 0.41% of its overall portfolio holdings.

Number of Shares

5,299

Previous 5,299 -0.0%

Holding current value

$668,468

Previous $565,000 9.56%

% of portfolio

0.41%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$87.61 - $110.11 $9,637 - $12,112	-110 Reduced 2.03%	5,299 $573,000
Q4 2022 Feb 14, 2023	SELL	$89.09 - $102.13 $7,127 - $8,170	-80 Reduced 1.46%	5,409 $511,000
Q4 2021 Feb 07, 2022	SELL	$108.26 - $120.32 $9,635 - $10,708	-89 Reduced 1.6%	5,489 $629,000
Q1 2021 May 07, 2021	SELL	$91.04 - $115.01 $91 - $115	-1 Reduced 0.02%	5,578 $605,000
Q4 2020 Feb 11, 2021	SELL	$71.23 - $92.42 $9,900 - $12,846	-139 Reduced 2.43%	5,579 $513,000
Q1 2020 Apr 21, 2020	SELL	$49.11 - $85.52 $1,276 - $2,223	-26 Reduced 0.45%	5,718 $321,000
Q4 2019 Feb 13, 2020	BUY	$75.05 - $84.14 $431,087 - $483,300	5,744 New	5,744 $482,000

Others Institutions Holding IJR

# of Institutions

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Strategic Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History