NFP Retirement, Inc. IJR Holdings History
NFP Retirement, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, NFP Retirement, Inc. held 154,060.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.11 Mil. This investment constitutes 1.28% of their stock portfolio, and NFP Retirement, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q2. And since then NFP Retirement, Inc. has made 15 purchases of IJR, at an average price of $105.53, for a total of 156,759.00 shares. In addition, there have been 5 sales at an average price of $98.65 for 2,699.00 shares. Based on historical transaction data and IJR's current price of $111.87, NFP Retirement, Inc.'s estimated gain on his IJR holdings is $958,909.82, reflecting a 5.80% gain to date.
NFP Retirement, Inc. IJR ($111.87) Holding Chart
NFP Retirement, Inc. 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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