Operose Advisors LLC IJR Holdings History

Number of Shares
94,526.00
Current Holdings Value*
$9.88 Mil
% of Portfolio
3.27%
Total Estimate Gain
$427,443.06
% of Total Estimate Gain
1.92%

Operose Advisors LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 94,526.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.88 Mil. This investment constitutes 3.27% of their stock portfolio, and Operose Advisors 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 Operose Advisors LLC has made 7 purchases of IJR, at an average price of $107.76, for a total of 206,574.00 shares. In addition, there have been 6 sales at an average price of $106.25 for 112,048.00 shares. Based on historical transaction data and IJR's current price of $114.07, Operose Advisors LLC's estimated gain on his IJR holdings is $427,443.06, reflecting a 1.92% gain to date.

Operose Advisors LLC IJR ($114.07) Holding Chart

Operose Advisors LLC IJR ($114.07) 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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