Houlihan Financial Resource Group, Ltd. IJR Holdings History
Houlihan Financial Resource Group, Ltd.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 112,155.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.73 Mil. This investment constitutes 5.27% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 8 purchases of IJR, at an average price of $97.68, for a total of 362,503.00 shares. In addition, there have been 5 sales at an average price of $101.39 for 250,348.00 shares. Based on historical transaction data and IJR's current price of $111.87, Houlihan Financial Resource Group, Ltd.'s estimated gain on his IJR holdings is $2.52 Mil, reflecting a 7.11% gain to date.
Houlihan Financial Resource Group, Ltd. IJR ($111.87) Holding Chart
Houlihan Financial Resource Group, Ltd. IJR ($111.87) 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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