Klingman & Associates, LLC IJR Holdings History
Klingman & Associates, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 549,890.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $57.50 Mil. This investment constitutes 3.52% of their stock portfolio, and Klingman & Associates, LLC now holds 0.07% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2015Q1. And since then Klingman & Associates, LLC has made 24 purchases of IJR, at an average price of $85.18, for a total of 970,724.00 shares. In addition, there have been 5 sales at an average price of $82.98 for 420,834.00 shares. Based on historical transaction data and IJR's current price of $114.15, Klingman & Associates, LLC's estimated gain on his IJR holdings is $15.00 Mil, reflecting a 18.14% gain to date.
Klingman & Associates, LLC IJR ($114.15) Holding Chart
Klingman & Associates, LLC IJR ($114.15) 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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