Ellis Investment Partners, LLC IJS Holdings History
Ellis Investment Partners, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 148,358.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $14.46 Mil. This investment constitutes 2.99% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.23% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 14 purchases of IJS, at an average price of $73.58, for a total of 278,883.00 shares. In addition, there have been 11 sales at an average price of $69.64 for 130,525.00 shares. Based on historical transaction data and IJS's current price of $105.28, Ellis Investment Partners, LLC's estimated gain on his IJS holdings is $4.19 Mil, reflecting a 20.41% gain to date.
Ellis Investment Partners, LLC IJS ($105.28) Holding Chart
Ellis Investment Partners, LLC IJS ($105.28) 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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