Omega Financial Group, LLC IJR Holdings History
Omega Financial Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 117,732.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.31 Mil. This investment constitutes 4.73% of their stock portfolio, and Omega Financial Group, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 18 purchases of IJR, at an average price of $90.64, for a total of 141,098.00 shares. In addition, there have been 7 sales at an average price of $96.50 for 23,366.00 shares. Based on historical transaction data and IJR's current price of $113.12, Omega Financial Group, LLC's estimated gain on his IJR holdings is $2.78 Mil, reflecting a 21.77% gain to date.
Omega Financial Group, LLC IJR ($113.12) Holding Chart
Omega Financial Group, LLC IJR ($113.12) 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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