Palisades Hudson Asset Management, L.P. IJR Holdings History
Palisades Hudson Asset Management, L.P.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 98,921.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.34 Mil. This investment constitutes 4.88% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2013Q4. And since then Palisades Hudson Asset Management, L.P. has made 17 purchases of IJR, at an average price of $49.03, for a total of 239,548.00 shares. In addition, there have been 20 sales at an average price of $75.94 for 140,627.00 shares. Based on historical transaction data and IJR's current price of $111.87, Palisades Hudson Asset Management, L.P.'s estimated gain on his IJR holdings is $10.00 Mil, reflecting a 85.14% gain to date.
Palisades Hudson Asset Management, L.P. IJR ($111.87) Holding Chart
Palisades Hudson Asset Management, L.P. IJR ($111.87) 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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