O'Dell Group, LLC IJR Holdings History

Number of Shares
199,000.00
Current Holdings Value*
$20.81 Mil
% of Portfolio
5.39%
Total Estimate Gain
$5.28 Mil
% of Total Estimate Gain
14.93%

O'Dell Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, O'Dell Group, LLC held 199,000.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $20.81 Mil. This investment constitutes 5.39% of their stock portfolio, and O'Dell Group, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then O'Dell Group, LLC has made 19 purchases of IJR, at an average price of $91.57, for a total of 385,971.00 shares. In addition, there have been 7 sales at an average price of $96.70 for 186,971.00 shares. Based on historical transaction data and IJR's current price of $113.26, O'Dell Group, LLC's estimated gain on his IJR holdings is $5.28 Mil, reflecting a 14.93% gain to date.

O'Dell Group, LLC IJR ($113.26) Holding Chart

O'Dell Group, LLC IJR ($113.26) 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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