Pathway Financial Advisors LLC IJR Holdings History
Pathway Financial Advisors LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Pathway Financial Advisors LLC held 109,794.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.48 Mil. This investment constitutes 2.07% of their stock portfolio, and Pathway Financial Advisors LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Pathway Financial Advisors LLC has made 22 purchases of IJR, at an average price of $98.80, for a total of 115,386.00 shares. In addition, there have been 3 sales at an average price of $95.84 for 5,592.00 shares. Based on historical transaction data and IJR's current price of $112.68, Pathway Financial Advisors LLC's estimated gain on his IJR holdings is $1.51 Mil, reflecting a 13.22% gain to date.
Pathway Financial Advisors LLC IJR ($112.68) Holding Chart
Pathway Financial Advisors LLC IJR ($112.68) 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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