CASTLEKEEP INVESTMENT ADVISORS LLC IJS Holdings History
CASTLEKEEP INVESTMENT ADVISORS LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-03-31, CASTLEKEEP INVESTMENT ADVISORS LLC held 51,235.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $4.99 Mil. This investment constitutes 2.57% of their stock portfolio, and CASTLEKEEP INVESTMENT ADVISORS LLC now holds 0.08% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2023Q4. And since then CASTLEKEEP INVESTMENT ADVISORS LLC has made 3 purchases of IJS, at an average price of $98.41, for a total of 60,859.00 shares. In addition, there have been 2 sales at an average price of $102.76 for 9,624.00 shares. Based on historical transaction data and IJS's current price of $103.29, CASTLEKEEP INVESTMENT ADVISORS LLC's estimated gain on his IJS holdings is $292,132.11, reflecting a 4.88% gain to date.
CASTLEKEEP INVESTMENT ADVISORS LLC IJS ($103.29) Holding Chart
CASTLEKEEP INVESTMENT ADVISORS LLC IJS ($103.29) 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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