Geller Advisors LLC IJR Holdings History
Geller Advisors LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 99,570.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.47 Mil. This investment constitutes 0.75% of their stock portfolio, and Geller Advisors LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q3. And since then Geller Advisors LLC has made 2 purchases of IJR, at an average price of $119.37, for a total of 99,570.00 shares. Based on historical transaction data and IJR's current price of $114.15, Geller Advisors LLC's estimated gain on his IJR holdings is $-519,921.50, reflecting a -4.37% gain to date.
Geller Advisors LLC IJR ($114.15) Holding Chart
Geller Advisors LLC IJR ($114.15) 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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