BRIGHT FINANCIAL ADVISORS, INC. IJR Holdings History
BRIGHT FINANCIAL ADVISORS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 89,476.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.78 Mil. This investment constitutes 5.43% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q2. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 5 purchases of IJR, at an average price of $107.62, for a total of 89,476.00 shares. Based on historical transaction data and IJR's current price of $114.15, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his IJR holdings is $584,583.93, reflecting a 6.07% gain to date.
BRIGHT FINANCIAL ADVISORS, INC. IJR ($114.15) Holding Chart
BRIGHT FINANCIAL ADVISORS, INC. 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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