Lebenthal Global Advisors, LLC IJR Holdings History
Lebenthal Global Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 189,522.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $19.82 Mil. This investment constitutes 3.71% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q1. And since then Lebenthal Global Advisors, LLC has made 10 purchases of IJR, at an average price of $102.97, for a total of 290,567.00 shares. In addition, there have been 3 sales at an average price of $105.37 for 101,045.00 shares. Based on historical transaction data and IJR's current price of $111.87, Lebenthal Global Advisors, LLC's estimated gain on his IJR holdings is $1.93 Mil, reflecting a 6.45% gain to date.
Lebenthal Global Advisors, LLC IJR ($111.87) Holding Chart
Lebenthal Global Advisors, LLC 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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