Patriot Financial Group Insurance Agency, LLC IJR Holdings History
Patriot Financial Group Insurance Agency, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Patriot Financial Group Insurance Agency, LLC held 109,378.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.95 Mil. This investment constitutes 1.37% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 25 purchases of IJR, at an average price of $99.04, for a total of 143,056.00 shares. In addition, there have been 5 sales at an average price of $99.59 for 33,678.00 shares. Based on historical transaction data and IJR's current price of $114.15, Patriot Financial Group Insurance Agency, LLC's estimated gain on his IJR holdings is $1.67 Mil, reflecting a 11.80% gain to date.
Patriot Financial Group Insurance Agency, LLC IJR ($114.15) Holding Chart
Patriot Financial Group Insurance Agency, LLC IJR ($114.15) 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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