Dougherty Wealth Advisers LLC IJT Holdings History
Dougherty Wealth Advisers LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held - shares of ISHARES TRUST(IJT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0% of the outstanding ISHARES TRUST(IJT) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 1 purchases of IJT, at an average price of $109.83, for a total of 5,819.00 shares. In addition, there have been 3 sales at an average price of $100.56 for 5,819.00 shares. Based on historical transaction data and IJT's current price of $135.62, Dougherty Wealth Advisers LLC's estimated gain on his IJT holdings is $-53,895.90, reflecting a -8.43% gain to date.
Dougherty Wealth Advisers LLC IJT ($135.62) Holding Chart
Dougherty Wealth Advisers LLC IJT ($135.62) 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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