Oakwell Private Wealth Management, LLC IJR Holdings History
Oakwell Private Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 181,837.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $19.01 Mil. This investment constitutes 5.25% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 13 purchases of IJR, at an average price of $91.45, for a total of 241,573.00 shares. In addition, there have been 4 sales at an average price of $109.31 for 59,736.00 shares. Based on historical transaction data and IJR's current price of $111.42, Oakwell Private Wealth Management, LLC's estimated gain on his IJR holdings is $4.70 Mil, reflecting a 21.27% gain to date.
Oakwell Private Wealth Management, LLC IJR ($111.42) Holding Chart
Oakwell Private Wealth Management, LLC IJR ($111.42) 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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