OAK HARBOR WEALTH PARTNERS, LLC IJR Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 60,438.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.32 Mil. This investment constitutes 1.81% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 11 purchases of IJR, at an average price of $107.36, for a total of 84,846.00 shares. In addition, there have been 2 sales at an average price of $112.23 for 24,408.00 shares. Based on historical transaction data and IJR's current price of $112.32, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his IJR holdings is $418,113.24, reflecting a 4.59% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC IJR ($112.32) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC IJR ($112.32) 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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