Number of Shares
398,913.00
Current Holdings Value*
$41.71 Mil
% of Portfolio
12.18%
Total Estimate Gain
$3.69 Mil
% of Total Estimate Gain
3.83%

Atlanta Consulting Group Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Atlanta Consulting Group Advisors, LLC held 398,913.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $41.71 Mil. This investment constitutes 12.18% of their stock portfolio, and Atlanta Consulting Group Advisors, LLC now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q1. And since then Atlanta Consulting Group Advisors, LLC has made 3 purchases of IJR, at an average price of $108.53, for a total of 888,273.00 shares. In addition, there have been 1 sales at an average price of $112.98 for 489,360.00 shares. Based on historical transaction data and IJR's current price of $112.32, Atlanta Consulting Group Advisors, LLC's estimated gain on his IJR holdings is $3.69 Mil, reflecting a 3.83% gain to date.

Atlanta Consulting Group Advisors, LLC IJR ($112.32) Holding Chart

Atlanta Consulting Group 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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