A detailed history of Planning Alternatives LTD transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 306,421 shares of IJR stock, worth $35.7 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
306,421
Previous 305,083 0.44%
Holding current value
$35.7 Million
Previous $32.5 Million 10.14%
% of portfolio
5.49%
Previous 5.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$105.53 - $118.34 $141,199 - $158,338
1,338 Added 0.44%
306,421 $35.8 Million
Q2 2024

Jul 25, 2024

BUY
$102.13 - $110.88 $489,815 - $531,780
4,796 Added 1.6%
305,083 $32.5 Million
Q1 2024

Apr 17, 2024

SELL
$102.35 - $110.52 $41,247 - $44,539
-403 Reduced 0.13%
300,287 $33.2 Million
Q4 2023

Jan 23, 2024

BUY
$87.61 - $110.11 $266,509 - $334,954
3,042 Added 1.02%
300,690 $32.5 Million
Q3 2023

Oct 17, 2023

SELL
$92.9 - $105.16 $178,182 - $201,696
-1,918 Reduced 0.64%
297,648 $28.1 Million
Q2 2023

Jul 18, 2023

BUY
$91.14 - $99.81 $129,783 - $142,129
1,424 Added 0.48%
299,566 $29.9 Million
Q1 2023

May 04, 2023

BUY
$92.27 - $107.68 $141,357 - $164,965
1,532 Added 0.52%
298,142 $28.8 Million
Q4 2022

Jan 19, 2023

SELL
$89.09 - $102.13 $696,416 - $798,350
-7,817 Reduced 2.57%
296,610 $0
Q3 2022

Oct 12, 2022

BUY
$87.04 - $106.5 $241,361 - $295,324
2,773 Added 0.92%
304,427 $26.5 Million
Q2 2022

Jul 20, 2022

SELL
$89.03 - $109.02 $14.9 Million - $18.2 Million
-167,361 Reduced 35.68%
301,654 $27.9 Million
Q1 2022

Apr 28, 2022

BUY
$102.32 - $116.69 $7.58 Million - $8.64 Million
74,054 Added 18.75%
469,015 $50.6 Million
Q4 2021

Jan 25, 2022

BUY
$108.26 - $120.32 $347,622 - $386,347
3,211 Added 0.82%
394,961 $45.2 Million
Q3 2021

Oct 19, 2021

BUY
$104.62 - $113.69 $2.02 Million - $2.2 Million
19,333 Added 5.19%
391,750 $42.8 Million
Q2 2021

Jul 15, 2021

BUY
$106.38 - $116.3 $4.59 Million - $5.02 Million
43,174 Added 13.11%
372,417 $42.1 Million
Q1 2021

Apr 14, 2021

BUY
$91.04 - $115.01 $5.5 Million - $6.95 Million
60,388 Added 22.46%
329,243 $35.7 Million
Q4 2020

Jan 29, 2021

BUY
$71.23 - $92.42 $1.53 Million - $1.98 Million
21,411 Added 8.65%
268,855 $24.7 Million
Q3 2020

Oct 14, 2020

BUY
$65.69 - $75.96 $7.27 Million - $8.41 Million
110,660 Added 80.9%
247,444 $17.4 Million
Q2 2020

Jul 24, 2020

BUY
$50.99 - $75.55 $493,787 - $731,626
9,684 Added 7.62%
136,784 $9.34 Million
Q1 2020

May 04, 2020

BUY
$49.11 - $85.52 $97,827 - $170,355
1,992 Added 1.59%
127,100 $7.13 Million
Q4 2019

Jan 27, 2020

BUY
$75.05 - $84.14 $86,457 - $96,929
1,152 Added 0.93%
125,108 $10.5 Million
Q3 2019

Oct 16, 2019

SELL
$73.61 - $80.67 $394,475 - $432,310
-5,359 Reduced 4.14%
123,956 $9.65 Million
Q2 2019

Jul 24, 2019

SELL
$73.17 - $81.37 $571,165 - $635,174
-7,806 Reduced 5.69%
129,315 $10.1 Million
Q1 2019

May 06, 2019

SELL
$68.34 - $81.18 $1.7 Million - $2.02 Million
-24,847 Reduced 15.34%
137,121 $10.6 Million
Q4 2018

Feb 07, 2019

SELL
$65.14 - $85.94 $459,171 - $605,791
-7,049 Reduced 4.17%
161,968 $11.2 Million
Q3 2018

Oct 29, 2018

SELL
$84.33 - $90.31 $266,735 - $285,650
-3,163 Reduced 1.84%
169,017 $14.7 Million
Q2 2018

Jul 26, 2018

SELL
$75.25 - $86.64 $997,438 - $1.15 Million
-13,255 Reduced 7.15%
172,180 $14.4 Million
Q1 2018

May 01, 2018

SELL
$73.35 - $80.36 $5.83 Million - $6.39 Million
-79,463 Reduced 30.0%
185,435 $14.3 Million
Q4 2017

Feb 02, 2018

SELL
$73.06 - $77.74 $884,099 - $940,731
-12,101 Reduced 4.37%
264,898 $20.3 Million
Q3 2017

Oct 19, 2017

BUY
$72.31 - $74.22 $20 Million - $20.6 Million
276,999
276,999 $20.6 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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