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 % |
Top Ranked Articles
- 1