Legacy Wealth Partners, Inc. IJR Holdings History
Legacy Wealth Partners, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2021-06-30, Legacy Wealth Partners, Inc. held 148,206.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.74 Mil. This investment constitutes 9.3% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 3 purchases of IJR, at an average price of $84.24, for a total of 184,565.00 shares. In addition, there have been 3 sales at an average price of $104.41 for 36,359.00 shares. Based on historical transaction data and IJR's current price of $113.04, Legacy Wealth Partners, Inc.'s estimated gain on his IJR holdings is $5.00 Mil, reflecting a 32.17% gain to date.
Legacy Wealth Partners, Inc. IJR ($113.04) Holding Chart
Legacy Wealth Partners, Inc. IJR ($113.04) 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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