Plan Group Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 70,409 shares of IJR stock, worth $8.23 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

70,409

Previous 86,318 18.43%

Holding current value

$8.23 Million

Previous $9.43 Million 11.31%

% of portfolio

2.36%

Previous 3.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$108.46 - $120.63 $1.73 Million - $1.92 Million	-15,909 Reduced 18.43%	70,409 $8.37 Million
Q2 2025 Aug 13, 2025	SELL	$90.56 - $109.49 $972,433 - $1.18 Million	-10,738 Reduced 11.06%	86,318 $9.43 Million
Q1 2025 May 09, 2025	BUY	$102.49 - $119.96 $2.85 Million - $3.33 Million	27,798 Added 40.14%	97,056 $10.1 Million
Q4 2024 Jan 31, 2025	BUY	$113.92 - $127.38 $67,212 - $75,154	590 Added 0.86%	69,258 $7.98 Million
Q3 2024 Oct 22, 2024	SELL	$105.53 - $118.34 $366,400 - $410,876	-3,472 Reduced 4.81%	68,668 $8.03 Million

Q2 2024 Aug 05, 2024	BUY	$102.13 - $110.88 $1.2 Million - $1.31 Million	11,788 Added 19.53%	72,140 $7.69 Million
Q1 2024 Apr 26, 2024	BUY	$102.35 - $110.52 $881,847 - $952,240	8,616 Added 16.65%	60,352 $6.67 Million
Q4 2023 Jan 29, 2024	BUY	$87.61 - $110.11 $1.31 Million - $1.65 Million	14,958 Added 40.67%	51,736 $5.6 Million
Q3 2023 Nov 13, 2023	BUY	$92.9 - $105.16 $1.62 Million - $1.84 Million	17,470 Added 90.48%	36,778 $3.47 Million
Q2 2023 Aug 10, 2023	BUY	$91.14 - $99.81 $1.76 Million - $1.93 Million	19,308 New	19,308 $1.92 Million

Others Institutions Holding IJR

# of Institutions

2,881

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
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Plan Group Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History