Briaud Financial Planning, Inc IJR Holdings History
Briaud Financial Planning, Inc's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 832.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $90,000.00. This investment constitutes 0.04% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Briaud Financial Planning, Inc has made 2 purchases of IJR, at an average price of $113.06, for a total of 832.00 shares. Based on historical transaction data and IJR's current price of $112.82, Briaud Financial Planning, Inc's estimated gain on his IJR holdings is $-197.54, reflecting a -0.21% gain to date.
Briaud Financial Planning, Inc IJR ($112.82) Holding Chart
Briaud Financial Planning, Inc 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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