Number of Shares
281,599.00
Current Holdings Value*
$27.45 Mil
% of Portfolio
12.95%
Total Estimate Gain
$14.21 Mil
% of Total Estimate Gain
59.55%

Palisades Hudson Asset Management, L.P.'s iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 281,599.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $27.45 Mil. This investment constitutes 12.95% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.45% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2013Q4. And since then Palisades Hudson Asset Management, L.P. has made 14 purchases of IJS, at an average price of $59.65, for a total of 400,027.00 shares. In addition, there have been 23 sales at an average price of $78.11 for 118,428.00 shares. Based on historical transaction data and IJS's current price of $102.35, Palisades Hudson Asset Management, L.P.'s estimated gain on his IJS holdings is $14.21 Mil, reflecting a 59.55% gain to date.

Palisades Hudson Asset Management, L.P. IJS ($102.35) Holding Chart

Palisades Hudson Asset Management, L.P. IJS ($102.35) 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