Plan Group Financial, LLC IJR Holdings History
Plan Group Financial, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 97,056.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.15 Mil. This investment constitutes 3.62% of their stock portfolio, and Plan Group Financial, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 7 purchases of IJR, at an average price of $103.50, for a total of 100,528.00 shares. In addition, there have been 1 sales at an average price of $112.98 for 3,472.00 shares. Based on historical transaction data and IJR's current price of $109.49, Plan Group Financial, LLC's estimated gain on his IJR holdings is $614,463.04, reflecting a 5.91% gain to date.
Plan Group Financial, LLC IJR ($109.49) Holding Chart
Plan Group Financial, LLC IJR ($109.49) 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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