Operose Advisors LLC IJR Holdings History
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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