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

Keener Financial Planning LLC

$216 Million
Q3 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Keener Financial Planning LLC holds 157,648 shares of IJR stock, worth $18.4 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares

157,648

Previous 151,668 3.94%

Holding current value

$18.4 Million

Previous $16.6 Million 13.02%

% of portfolio

8.69%

Previous 8.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$108.46 - $120.63 $648,590 - $721,367	5,980 Added 3.94%	157,648 $18.7 Million
Q2 2025 Jul 24, 2025	BUY	$90.56 - $109.49 $2.79 Million - $3.38 Million	30,856 Added 25.54%	151,668 $16.6 Million
Q1 2025 May 09, 2025	SELL	$102.49 - $119.96 $606,330 - $709,683	-5,916 Reduced 4.67%	120,812 $12.6 Million
Q4 2024 Jan 29, 2025	BUY	$113.92 - $127.38 $1.93 Million - $2.16 Million	16,933 Added 15.42%	126,728 $14.6 Million
Q3 2024 Oct 18, 2024	SELL	$105.53 - $118.34 $869,039 - $974,529	-8,235 Reduced 6.98%	109,795 $12.8 Million

Q2 2024 Jul 26, 2024	BUY	$102.13 - $110.88 $866,470 - $940,705	8,484 Added 7.74%	118,030 $12.6 Million
Q1 2024 May 03, 2024	BUY	$102.35 - $110.52 $1.11 Million - $1.19 Million	10,800 Added 10.94%	109,546 $12.1 Million
Q4 2023 Jan 26, 2024	BUY	$87.61 - $110.11 $8.65 Million - $10.9 Million	98,746 New	98,746 $10.7 Million

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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