FFT WEALTH MANAGEMENT LLC IJR Holdings History
FFT WEALTH MANAGEMENT LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 190,257.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $19.90 Mil. This investment constitutes 4.16% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then FFT WEALTH MANAGEMENT LLC has made 16 purchases of IJR, at an average price of $84.49, for a total of 624,731.00 shares. In addition, there have been 12 sales at an average price of $85.49 for 434,474.00 shares. Based on historical transaction data and IJR's current price of $109.16, FFT WEALTH MANAGEMENT LLC's estimated gain on his IJR holdings is $5.13 Mil, reflecting a 9.72% gain to date.
FFT WEALTH MANAGEMENT LLC IJR ($109.16) Holding Chart
FFT WEALTH MANAGEMENT LLC IJR ($109.16) 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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