ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 5,845 Value ($000) $611 Avg Close — Range —
Q4 2024
Shares 5,849 Value ($000) $674 Avg Close — Range —
Q3 2024
Shares 6,513 Value ($000) $762 Avg Close — Range —
Q2 2024
Shares 6,513 Value ($000) $695 Avg Close — Range —
Q1 2024
Shares 19,160 Value ($000) $2,118 Avg Close — Range —
Q4 2023
Shares 19,105 Value ($000) $2,068 Avg Close — Range —
Q3 2023
Shares 10,845 Value ($000) $1,023 Avg Close — Range —
Q2 2023
Shares 10,856 Value ($000) $1,082 Avg Close — Range —
Q1 2023
Shares 30,730 Value ($000) $2,972 Avg Close — Range —
Q4 2022
Shares 67,862 Value ($000) $6,422 Avg Close — Range —
Q1 2022
Shares 2,248 Value ($000) $243 Avg Close — Range —
Q4 2021
Shares 2,248 Value ($000) $257 Avg Close — Range —
Q2 2020
Shares 3,275 Value ($000) $224 Avg Close — Range —
Q1 2020
Shares 41,871 Value ($000) $2,349 Avg Close — Range —
Q4 2019
Shares 166,823 Value ($000) $13,988 Avg Close — Range —
Q3 2019
Shares 149,658 Value ($000) $11,649 Avg Close — Range —
Q2 2019
Shares 154,186 Value ($000) $12,070 Avg Close — Range —
Q1 2019
Shares 148,530 Value ($000) $11,459 Avg Close — Range —
Q4 2018
Shares 184,813 Value ($000) $12,811 Avg Close — Range —
Q3 2018
Shares 188,241 Value ($000) $16,422 Avg Close — Range —
Q2 2018
Shares 147,512 Value ($000) $12,311 Avg Close — Range —
Q1 2018
Shares 158,581 Value ($000) $12,212 Avg Close — Range —
Q4 2017
Shares 157,268 Value ($000) $12,080 Avg Close — Range —
Q3 2017
Shares 134,091 Value ($000) $9,952 Avg Close — Range —
Q2 2017
Shares 114,237 Value ($000) $8,009 Avg Close — Range —
Q1 2017
Shares 82,774 Value ($000) $5,725 Avg Close — Range —
Q4 2016
Shares 36,258 Value ($000) $4,986 Avg Close — Range —
Q3 2016
Shares 32,078 Value ($000) $3,982 Avg Close — Range —
Q2 2016
Shares 25,351 Value ($000) $2,946 Avg Close — Range —
Q1 2016
Shares 25,616 Value ($000) $2,884 Avg Close — Range —
Q4 2015
Shares 27,207 Value ($000) $2,996 Avg Close — Range —
Q3 2015
Shares 27,648 Value ($000) $2,946 Avg Close — Range —
Q2 2015
Shares 23,216 Value ($000) $2,737 Avg Close — Range —
Q1 2015
Shares 2,982 Value ($000) $352 Avg Close — Range —