Halpern Financial, Inc. IJR Holdings History
Halpern Financial, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 106,988.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.30 Mil. This investment constitutes 3.16% of their stock portfolio, and Halpern Financial, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 7 purchases of IJR, at an average price of $86.52, for a total of 209,114.00 shares. In addition, there have been 8 sales at an average price of $86.23 for 102,126.00 shares. Based on historical transaction data and IJR's current price of $111.61, Halpern Financial, Inc.'s estimated gain on his IJR holdings is $2.65 Mil, reflecting a 14.67% gain to date.
Halpern Financial, Inc. IJR ($111.61) Holding Chart
Halpern Financial, Inc. IJR ($111.61) 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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