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

Cypress Financial Planning LLC

$270 Million
Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 13,632 shares of IJR stock, worth $1.59 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

13,632

Previous 13,437 1.45%

Holding current value

$1.59 Million

Previous $1.43 Million 11.24%

% of portfolio

0.59%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $20,578 - $23,076	195 Added 1.45%	13,632 $1.59 Million
Q2 2024 Jul 16, 2024	BUY	$102.13 - $110.88 $6,536 - $7,096	64 Added 0.48%	13,437 $1.43 Million
Q1 2024 Apr 12, 2024	BUY	$102.35 - $110.52 $1.37 Million - $1.48 Million	13,373 New	13,373 $1.48 Million
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $105,534 - $119,461	1,136 Added 10.14%	12,340 $1.16 Million
Q2 2023 Jul 11, 2023	BUY	$91.14 - $99.81 $15,584 - $17,067	171 Added 1.55%	11,204 $1.12 Million
Q1 2023 Apr 07, 2023	BUY	$92.27 - $107.68 $80,736 - $94,220	875 Added 8.61%	11,033 $1.07 Million
Q4 2022 Jan 30, 2023	BUY	$89.09 - $102.13 $170,072 - $194,966	1,909 Added 23.14%	10,158 $961,000
Q3 2022 Oct 13, 2022	BUY	$87.04 - $106.5 $83,036 - $101,601	954 Added 13.08%	8,249 $719,000
Q2 2022 Jul 20, 2022	BUY	$89.03 - $109.02 $649,473 - $795,300	7,295 New	7,295 $674,000

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Cypress Financial Planning LLC Ishares Core S&P Sm Cap ETF Transaction History