Fiduciary Planning LLC Ishares Core S&P Sm Cap ETF Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 2,054 shares of IJR stock, worth $213,636. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,054

Previous 2,054 -0.0%

Holding current value

$213,636

Previous $236,000 9.75%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$113.92 - $127.38 $47,732 - $53,372	-419 Reduced 16.94%	2,054 $236,000
Q3 2024 Oct 22, 2024	BUY	$105.53 - $118.34 $44,217 - $49,584	419 Added 20.4%	2,473 $289,000
Q1 2024 Apr 29, 2024	BUY	$102.35 - $110.52 $210,226 - $227,008	2,054 New	2,054 $227,000
Q2 2021 Aug 06, 2021	SELL	$106.38 - $116.3 $128,826 - $140,839	-1,211 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$91.04 - $115.01 $273 - $345	3 Added 0.25%	1,211 $131,000
Q4 2020 Feb 10, 2021	BUY	$71.23 - $92.42 $213 - $277	3 Added 0.25%	1,208 $111,000
Q3 2020 Oct 27, 2020	BUY	$65.69 - $75.96 $79,156 - $91,531	1,205 New	1,205 $85,000

Others Institutions Holding IJR

# of Institutions

2,834

Shares Held

538M

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

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Fiduciary Planning LLC Ishares Core S&P Sm Cap ETF Transaction History