Edge Capital Group, LLC IJR Holdings History
Edge Capital Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-12-31, Edge Capital Group, LLC held 11.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $27.32 Mil. This investment constitutes 1.22% of their stock portfolio, and Edge Capital Group, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 7 purchases of IJR, at an average price of $101.41, for a total of 703,903.00 shares. In addition, there have been 12 sales at an average price of $107.22 for 703,892.00 shares. Based on historical transaction data and IJR's current price of $109.49, Edge Capital Group, LLC's estimated gain on his IJR holdings is $4.09 Mil, reflecting a 5.73% gain to date.
Edge Capital Group, LLC IJR ($109.49) Holding Chart
Edge Capital Group, LLC IJR ($109.49) 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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