PKS Advisory Services, LLC IJR Holdings History
PKS Advisory Services, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 168,911.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $17.66 Mil. This investment constitutes 4.83% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of IJR, at an average price of $119.50, for a total of 168,911.00 shares. Based on historical transaction data and IJR's current price of $113.12, PKS Advisory Services, LLC's estimated gain on his IJR holdings is $-1.08 Mil, reflecting a -5.34% gain to date.
PKS Advisory Services, LLC IJR ($113.12) Holding Chart
PKS Advisory Services, 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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