Capital Advisors, Ltd. LLC IJK Holdings History
Capital Advisors, Ltd. LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 224,967.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $18.74 Mil. This investment constitutes 2.47% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.22% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 18 purchases of IJK, at an average price of $41.17, for a total of 323,352.00 shares. In addition, there have been 16 sales at an average price of $58.86 for 98,385.00 shares. Based on historical transaction data and IJK's current price of $91.70, Capital Advisors, Ltd. LLC's estimated gain on his IJK holdings is $13.11 Mil, reflecting a 98.47% gain to date.
Capital Advisors, Ltd. LLC IJK ($91.70) Holding Chart
Capital Advisors, Ltd. LLC IJK ($91.70) 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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