High Pines Wealth Management, LLC IJR Holdings History
High Pines Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 13,080.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.42 Mil. This investment constitutes 2.16% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 7 purchases of IJR, at an average price of $87.91, for a total of 31,988.00 shares. In addition, there have been 5 sales at an average price of $99.88 for 18,908.00 shares. Based on historical transaction data and IJR's current price of $112.82, High Pines Wealth Management, LLC's estimated gain on his IJR holdings is $552,094.16, reflecting a 19.63% gain to date.
High Pines Wealth Management, LLC IJR ($112.82) Holding Chart
High Pines Wealth Management, 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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