Obsidian Personal Planning Solutions LLC Ishares Core S&P Sm Cap ETF Transaction History

Obsidian Personal Planning Solutions LLC

$283 Million
Q3 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 142,417 shares of IJR stock, worth $16.6 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares

142,417

Previous 139,695 1.95%

Holding current value

$16.6 Million

Previous $15.3 Million 10.85%

% of portfolio

5.99%

Previous 6.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.46 - $120.63 $295,228 - $328,354	2,722 Added 1.95%	142,417 $16.9 Million
Q2 2025 Aug 13, 2025	BUY	$90.56 - $109.49 $369,484 - $446,719	4,080 Added 3.01%	139,695 $15.3 Million
Q1 2025 May 16, 2025	BUY	$102.49 - $119.96 $444,499 - $520,266	4,337 Added 3.3%	135,615 $14.2 Million
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $1.18 Million - $1.32 Million	10,338 Added 8.55%	131,278 $15.1 Million
Q3 2024 Nov 06, 2024	BUY	$105.53 - $118.34 $1.2 Million - $1.35 Million	11,382 Added 10.39%	120,940 $14.1 Million

Q2 2024 Jul 25, 2024	BUY	$102.13 - $110.88 $888,020 - $964,101	8,695 Added 8.62%	109,558 $11.7 Million
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $1.93 Million - $2.08 Million	18,836 Added 22.96%	100,863 $11.1 Million
Q4 2023 Jan 31, 2024	BUY	$87.61 - $110.11 $223,317 - $280,670	2,549 Added 3.21%	82,027 $8.88 Million
Q3 2023 Nov 27, 2023	BUY	$92.9 - $105.16 $944,328 - $1.07 Million	10,165 Added 14.67%	79,478 $7.5 Million
Q3 2023 Nov 15, 2023	BUY	$92.9 - $105.16 $391,109 - $442,723	4,210 Added 6.47%	69,313 $6.54 Million
Q1 2023 Apr 11, 2023	BUY	$92.27 - $107.68 $27,404 - $31,980	297 Added 0.46%	65,103 $6.3 Million
Q4 2022 Jan 18, 2023	BUY	$89.09 - $102.13 $2,138 - $2,451	24 Added 0.04%	64,806 $6.13 Million
Q3 2022 Oct 11, 2022	BUY	$87.04 - $106.5 $236,052 - $288,828	2,712 Added 4.37%	64,782 $5.65 Million
Q2 2022 Jul 19, 2022	BUY	$89.03 - $109.02 $5.53 Million - $6.77 Million	62,070 New	62,070 $5.74 Million

Others Institutions Holding IJR

# of Institutions

2,888

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Account

Obsidian Personal Planning Solutions LLC Ishares Core S&P Sm Cap ETF Transaction History