Number of Shares
128,243.00
Current Holdings Value*
$14.49 Mil
% of Portfolio
2.45%
Total Estimate Gain
$4.35 Mil
% of Total Estimate Gain
36.47%

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 $112.32, Allegiant Private Advisors, LLC's estimated gain on his IJR holdings is $4.35 Mil, reflecting a 36.47% gain to date.

Allegiant Private Advisors, LLC IJR ($112.32) Holding Chart

Allegiant Private Advisors, LLC IJR ($112.32) 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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