Number of Shares
84,621.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
17.78%

BURKE & HERBERT BANK & TRUST CO's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 84,621.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.85 Mil. This investment constitutes 2.14% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2013Q4. And since then BURKE & HERBERT BANK & TRUST CO has made 27 purchases of IJR, at an average price of $93.73, for a total of 91,219.00 shares. In addition, there have been 14 sales at an average price of $79.40 for 6,598.00 shares. Based on historical transaction data and IJR's current price of $112.82, BURKE & HERBERT BANK & TRUST CO's estimated gain on his IJR holdings is $1.52 Mil, reflecting a 17.78% gain to date.

BURKE & HERBERT BANK & TRUST CO IJR ($112.82) Holding Chart

BURKE & HERBERT BANK & TRUST CO IJR ($112.82) 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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