Convergence Financial, LLC IJR Holdings History
Convergence Financial, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 17,661.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.85 Mil. This investment constitutes 0.36% of their stock portfolio, and Convergence Financial, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 4 purchases of IJR, at an average price of $111.16, for a total of 41,586.00 shares. In addition, there have been 2 sales at an average price of $111.76 for 23,925.00 shares. Based on historical transaction data and IJR's current price of $111.61, Convergence Financial, LLC's estimated gain on his IJR holdings is $22,322.93, reflecting a 0.48% gain to date.
Convergence Financial, LLC IJR ($111.61) Holding Chart
Convergence Financial, LLC IJR ($111.61) 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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