Grove Bank & Trust IJR Holdings History

Number of Shares
310,812.00
Current Holdings Value*
$32.50 Mil
% of Portfolio
4.34%
Total Estimate Gain
$8.65 Mil
% of Total Estimate Gain
22.22%

Grove Bank & Trust's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Grove Bank & Trust held 310,812.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $32.50 Mil. This investment constitutes 4.34% of their stock portfolio, and Grove Bank & Trust now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Grove Bank & Trust has made 18 purchases of IJR, at an average price of $85.93, for a total of 453,001.00 shares. In addition, there have been 10 sales at an average price of $95.26 for 142,189.00 shares. Based on historical transaction data and IJR's current price of $109.49, Grove Bank & Trust's estimated gain on his IJR holdings is $8.65 Mil, reflecting a 22.22% gain to date.

Grove Bank & Trust IJR ($109.49) Holding Chart

Grove Bank & Trust IJR ($109.49) 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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