Bigelow Investment Advisors, LLC IJR Holdings History
Bigelow Investment Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Bigelow Investment Advisors, LLC held 57,291.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.26 Mil. This investment constitutes 2.76% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Bigelow Investment Advisors, LLC has made 23 purchases of IJR, at an average price of $95.81, for a total of 62,673.00 shares. In addition, there have been 5 sales at an average price of $84.60 for 5,382.00 shares. Based on historical transaction data and IJR's current price of $112.32, Bigelow Investment Advisors, LLC's estimated gain on his IJR holdings is $885,567.52, reflecting a 14.75% gain to date.
Bigelow Investment Advisors, LLC IJR ($112.32) Holding Chart
Bigelow Investment 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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