Number of Shares
112,951.00
Current Holdings Value*
$13.21 Mil
% of Portfolio
2.24%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
19.85%

FinTrust Capital Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2024-09-30, FinTrust Capital Advisors, LLC held 112,951.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $13.21 Mil. This investment constitutes 2.24% of their stock portfolio, and FinTrust Capital Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then FinTrust Capital Advisors, LLC has made 14 purchases of IJR, at an average price of $90.14, for a total of 130,560.00 shares. In addition, there have been 7 sales at an average price of $80.59 for 17,609.00 shares. Based on historical transaction data and IJR's current price of $112.32, FinTrust Capital Advisors, LLC's estimated gain on his IJR holdings is $2.34 Mil, reflecting a 19.85% gain to date.

FinTrust Capital Advisors, LLC IJR ($112.32) Holding Chart

FinTrust Capital Advisors, LLC IJR ($112.32) 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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