Financial Advisors, LLC IJR Holdings History
Financial Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 508,626.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $53.19 Mil. This investment constitutes 10.49% of their stock portfolio, and Financial Advisors, LLC now holds 0.07% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 17 purchases of IJR, at an average price of $97.25, for a total of 509,629.00 shares. In addition, there have been 4 sales at an average price of $96.34 for 1,003.00 shares. Based on historical transaction data and IJR's current price of $112.82, Financial Advisors, LLC's estimated gain on his IJR holdings is $7.92 Mil, reflecting a 15.97% gain to date.
Financial Advisors, LLC IJR ($112.82) Holding Chart
Financial Advisors, LLC IJR ($112.82) 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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