Altium Wealth Management LLC IJR Holdings History
Altium Wealth Management LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 334,817.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $30.94 Mil. This investment constitutes 2.23% of their stock portfolio, and Altium Wealth Management LLC now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 13 purchases of IJR, at an average price of $87.55, for a total of 371,738.00 shares. In addition, there have been 4 sales at an average price of $85.03 for 36,921.00 shares. Based on historical transaction data and IJR's current price of $112.02, Altium Wealth Management LLC's estimated gain on his IJR holdings is $8.10 Mil, reflecting a 24.90% gain to date.
Altium Wealth Management LLC IJR ($112.02) Holding Chart
Altium Wealth Management LLC IJR ($112.02) 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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