CALAMOS WEALTH MANAGEMENT LLC IJR Holdings History
CALAMOS WEALTH MANAGEMENT LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 518,203.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $54.19 Mil. This investment constitutes 2.73% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0.07% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2015Q4. And since then CALAMOS WEALTH MANAGEMENT LLC has made 15 purchases of IJR, at an average price of $101.35, for a total of 608,370.00 shares. In addition, there have been 8 sales at an average price of $98.24 for 90,167.00 shares. Based on historical transaction data and IJR's current price of $109.49, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his IJR holdings is $3.93 Mil, reflecting a 6.38% gain to date.
CALAMOS WEALTH MANAGEMENT LLC IJR ($109.49) Holding Chart
CALAMOS WEALTH MANAGEMENT LLC IJR ($109.49) 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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