LGL PARTNERS, LLC IJR Holdings History
LGL PARTNERS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held 139,808.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.62 Mil. This investment constitutes 7.05% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 14 purchases of IJR, at an average price of $84.41, for a total of 416,196.00 shares. In addition, there have been 14 sales at an average price of $87.68 for 276,388.00 shares. Based on historical transaction data and IJR's current price of $111.50, LGL PARTNERS, LLC's estimated gain on his IJR holdings is $4.69 Mil, reflecting a 13.36% gain to date.
LGL PARTNERS, LLC IJR ($111.50) Holding Chart
LGL PARTNERS, LLC IJR ($111.50) 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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