Number of Shares
364,596.00
Current Holdings Value*
$38.13 Mil
% of Portfolio
4.92%
Total Estimate Gain
$10.61 Mil
% of Total Estimate Gain
28.04%

Opus Capital Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Opus Capital Group, LLC held 364,596.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $38.13 Mil. This investment constitutes 4.92% of their stock portfolio, and Opus Capital Group, LLC now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2013Q4. And since then Opus Capital Group, LLC has made 26 purchases of IJR, at an average price of $83.35, for a total of 453,876.00 shares. In addition, there have been 14 sales at an average price of $81.84 for 89,280.00 shares. Based on historical transaction data and IJR's current price of $112.82, Opus Capital Group, LLC's estimated gain on his IJR holdings is $10.61 Mil, reflecting a 28.04% gain to date.

Opus Capital Group, LLC IJR ($112.82) Holding Chart

Opus Capital Group, LLC IJR ($112.82) 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 %

Top Ranked Articles

  • 1