Antonelli Financial Advisors, LLC IJR Holdings History
Antonelli Financial Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Antonelli Financial Advisors, LLC held 6,790.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $710,020.00. This investment constitutes 0.57% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 32,431.00 shares. Based on historical transaction data and IJR's current price of $114.15, Antonelli Financial Advisors, LLC's estimated gain on his IJR holdings is $-253,885.80, reflecting a -5.42% gain to date.
Antonelli Financial Advisors, LLC IJR ($114.15) Holding Chart
Antonelli Financial Advisors, LLC IJR ($114.15) 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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