Ipsen Advisor Group LLC JKK Holdings History
Ipsen Advisor Group LLC's iShares Morningstar Small-Cap Growth ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 108,898.00 shares of iShares Morningstar Small-Cap Growth ETF(JKK), totaling $4.91 Mil. This investment constitutes 4.22% of their stock portfolio, and Ipsen Advisor Group LLC now holds -% of the outstanding iShares Morningstar Small-Cap Growth ETF(JKK) stock.
The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of JKK, at an average price of $39.61, for a total of 108,898.00 shares. Based on historical transaction data and JKK's current price of $307.42, Ipsen Advisor Group LLC's estimated gain on his JKK holdings is $29.16 Mil, reflecting a 676.08% gain to date.
Ipsen Advisor Group LLC JKK ($307.42) Holding Chart
Ipsen Advisor Group LLC JKK ($307.42) 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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