Code Waechter LLC IJT Holdings History

Number of Shares
33,573.00
Current Holdings Value*
$4.18 Mil
% of Portfolio
3.44%
Total Estimate Gain
$-273,984.48
% of Total Estimate Gain
-5.78%

Code Waechter LLC's ISHARES TRUST Holding Summary

As of 2025-03-31, Code Waechter LLC held 33,573.00 shares of ISHARES TRUST(IJT), totaling $4.18 Mil. This investment constitutes 3.44% of their stock portfolio, and Code Waechter LLC now holds 0.07% of the outstanding ISHARES TRUST(IJT) stock.

The initial trade took place in 2024Q4. And since then Code Waechter LLC has made 2 purchases of IJT, at an average price of $141.14, for a total of 33,573.00 shares. Based on historical transaction data and IJT's current price of $132.98, Code Waechter LLC's estimated gain on his IJT holdings is $-273,984.48, reflecting a -5.78% gain to date.

Code Waechter LLC IJT ($132.98) Holding Chart

Code Waechter LLC IJT ($132.98) 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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