Center For Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 6,242 shares of IJS stock, worth $606,659. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,242

Previous 6,572 5.02%

Holding current value

$606,659

Previous $707,000 4.24%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$104.59 - $118.05 $34,514 - $38,956	-330 Reduced 5.02%	6,242 $677,000
Q4 2023 Jan 29, 2024	BUY	$82.1 - $104.53 $66,911 - $85,191	815 Added 14.16%	6,572 $677,000
Q4 2022 Jan 27, 2023	SELL	$84.57 - $97.98 $55,393 - $64,176	-655 Reduced 10.22%	5,757 $0
Q3 2022 Oct 14, 2022	BUY	$82.45 - $101.32 $35,865 - $44,074	435 Added 7.28%	6,412 $529,000
Q4 2021 Feb 08, 2022	SELL	$99.12 - $110.76 $5,451 - $6,091	-55 Reduced 0.91%	5,977 $625,000
Q2 2021 Jul 29, 2021	SELL	$99.12 - $110.44 $27,158 - $30,260	-274 Reduced 4.35%	6,032 $636,000
Q4 2020 Feb 09, 2021	BUY	$62.11 - $81.5 $195,832 - $256,969	3,153 Added 100.0%	6,306 $513,000
Q2 2020 Aug 06, 2020	SELL	$45.29 - $69.3 $230,027 - $351,974	-5,079 Reduced 61.7%	3,153 $380,000
Q1 2020 May 11, 2020	BUY	$44.17 - $81.02 $363,607 - $666,956	8,232 New	8,232 $823,000

Others Institutions Holding IJS

# of Institutions

909

Shares Held

45.3M

Call Options Held

23.2K

Put Options Held

7.5K

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About ISHARES S&P SMALLCAP 600 VALUE

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Center For Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History