Allegiant Private Advisors, LLC IJR Holdings History
Number of Shares
128,243.00
Current Holdings Value*
$14.49 Mil
% of Portfolio
2.45%
Total Estimate Gain
$4.54 Mil
% of Total Estimate Gain
38.05%
Allegiant Private Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2021-06-30, Allegiant Private Advisors, LLC held 128,243.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.49 Mil. This investment constitutes 2.45% of their stock portfolio, and Allegiant Private Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. In addition, there have been 2 sales at an average price of $108.22 for 17,199.00 shares. Based on historical transaction data and IJR's current price of $113.79, Allegiant Private Advisors, LLC's estimated gain on his IJR holdings is $4.54 Mil, reflecting a 38.05% gain to date.
Allegiant Private Advisors, LLC IJR ($113.79) Holding Chart
Allegiant Private Advisors, LLC IJR ($113.79) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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