Legacy Advisors, LLC IJR Holdings History
Legacy Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 215,758.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $22.56 Mil. This investment constitutes 2.32% of their stock portfolio, and Legacy Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q1. And since then Legacy Advisors, LLC has made 13 purchases of IJR, at an average price of $101.60, for a total of 215,758.00 shares. Based on historical transaction data and IJR's current price of $111.87, Legacy Advisors, LLC's estimated gain on his IJR holdings is $2.22 Mil, reflecting a 10.11% gain to date.
Legacy Advisors, LLC IJR ($111.87) Holding Chart
Legacy 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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