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

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025

A detailed history of Capasso Planning Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 6,958 shares of IJR stock, worth $813,042. This represents 0.52% of its overall portfolio holdings.

Number of Shares
6,958
Previous 7,182 3.12%
Holding current value
$813,042
Previous $784,000 5.36%
% of portfolio
0.52%
Previous 0.46%

Shares

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

Nov 12, 2025
SELL
$108.46 - $120.63 $24,295 - $27,021
-224 Reduced 3.12%
6,958 $826,000
Q2 2025

Aug 06, 2025
SELL
$90.56 - $109.49 $20,647 - $24,963
-228 Reduced 3.08%
7,182 $784,000
Q1 2025

Apr 23, 2025
SELL
$102.49 - $119.96 $386,797 - $452,729
-3,774 Reduced 33.74%
7,410 $774,000
Q4 2024

Feb 07, 2025
SELL
$113.92 - $127.38 $935,055 - $1.05 Million
-8,208 Reduced 42.33%
11,184 $1.29 Million
Q3 2024

Dec 02, 2024
BUY
$105.53 - $118.34 $255,277 - $286,264
2,419 Added 14.25%
19,392 $2.27 Million
Q2 2024

Dec 02, 2024
BUY
$102.13 - $110.88 $219,783 - $238,613
2,152 Added 14.52%
16,973 $1.81 Million
Q1 2024

Apr 23, 2024
BUY
$102.35 - $110.52 $115,553 - $124,777
1,129 Added 8.25%
14,821 $1.64 Million
Q4 2023

Jan 26, 2024
BUY
$87.61 - $110.11 $404,758 - $508,708
4,620 Added 50.93%
13,692 $1.48 Million
Q3 2023

Oct 25, 2023
SELL
$92.9 - $105.16 $7,432 - $8,412
-80 Reduced 0.87%
9,072 $855,000
Q2 2023

Aug 10, 2023
SELL
$91.14 - $99.81 $655,570 - $717,933
-7,193 Reduced 44.01%
9,152 $911,000
Q1 2023

May 01, 2023
BUY
$92.27 - $107.68 $115,152 - $134,384
1,248 Added 8.27%
16,345 $1.58 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $162,945 - $186,795
1,829 Added 13.79%
15,097 $0
Q3 2022

Nov 09, 2022
SELL
$87.04 - $106.5 $121,856 - $149,100
-1,400 Reduced 9.54%
13,268 $1.16 Million
Q2 2022

Aug 11, 2022
BUY
$89.03 - $109.02 $211,001 - $258,377
2,370 Added 19.27%
14,668 $1.36 Million
Q1 2022

May 09, 2022
BUY
$102.32 - $116.69 $154,093 - $175,735
1,506 Added 13.95%
12,298 $1.33 Million
Q4 2021

Feb 17, 2022
BUY
$108.26 - $120.32 $1.17 Million - $1.3 Million
10,792 New
10,792 $1.24 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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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