Vertex Planning Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,569 shares of IJR stock, worth $891,779. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,569

Previous 7,464 1.41%

Holding current value

$891,779

Previous $873 Million 0.1%

% of portfolio

0.19%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$113.92 - $127.38 $11,961 - $13,374	105 Added 1.41%	7,569 $872 Million
Q3 2024 Nov 07, 2024	SELL	$105.53 - $118.34 $3,693 - $4,141	-35 Reduced 0.47%	7,464 $873 Million
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $17,566 - $19,071	-172 Reduced 2.24%	7,499 $800 Million
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $2,661 - $2,873	26 Added 0.34%	7,671 $848 Million
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $442,605 - $556,275	5,052 Added 194.83%	7,645 $828 Million
Q3 2023 Nov 14, 2023	SELL	$92.9 - $105.16 $73,019 - $82,655	-786 Reduced 23.26%	2,593 $245 Million
Q2 2023 Aug 14, 2023	BUY	$91.14 - $99.81 $54,684 - $59,886	600 Added 21.59%	3,379 $337 Million
Q1 2023 May 16, 2023	SELL	$92.27 - $107.68 $155,013 - $180,902	-1,680 Reduced 37.68%	2,779 $269 Million
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $397,252 - $455,397	4,459 New	4,459 $422 Million

Others Institutions Holding IJR

# of Institutions

2,807

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History