Ipsen Advisor Group LLC JKL Holdings History
Ipsen Advisor Group LLC's iShares Morningstar Small-Cap Value ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 54,531.00 shares of iShares Morningstar Small-Cap Value ETF(JKL), totaling $3.23 Mil. This investment constitutes 2.78% of their stock portfolio, and Ipsen Advisor Group LLC now holds -% of the outstanding iShares Morningstar Small-Cap Value ETF(JKL) stock.
The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 1 purchases of JKL, at an average price of $52.74, for a total of 70,996.00 shares. In addition, there have been 1 sales at an average price of $65.21 for 16,465.00 shares. Based on historical transaction data and JKL's current price of $172.73, Ipsen Advisor Group LLC's estimated gain on his JKL holdings is $6.75 Mil, reflecting a 180.24% gain to date.
Ipsen Advisor Group LLC JKL ($172.73) Holding Chart
Ipsen Advisor Group LLC JKL ($172.73) 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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