Number of Shares
95,901.00
Current Holdings Value*
$11.94 Mil
% of Portfolio
5.63%
Total Estimate Gain
$5.66 Mil
% of Total Estimate Gain
47.17%

Palisades Hudson Asset Management, L.P.'s ISHARES TRUST Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 95,901.00 shares of ISHARES TRUST(IJT), totaling $11.94 Mil. This investment constitutes 5.63% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.21% of the outstanding ISHARES TRUST(IJT) stock.

The initial trade took place in 2017Q1. And since then Palisades Hudson Asset Management, L.P. has made 11 purchases of IJT, at an average price of $86.58, for a total of 138,533.00 shares. In addition, there have been 18 sales at an average price of $109.39 for 42,632.00 shares. Based on historical transaction data and IJT's current price of $135.43, Palisades Hudson Asset Management, L.P.'s estimated gain on his IJT holdings is $5.66 Mil, reflecting a 47.17% gain to date.

Palisades Hudson Asset Management, L.P. IJT ($135.43) Holding Chart

Palisades Hudson Asset Management, L.P. IJT ($135.43) 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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