Principle Wealth Partners LLC IJR Holdings History
Principle Wealth Partners LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 285,183.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $29.82 Mil. This investment constitutes 2.13% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 16 purchases of IJR, at an average price of $106.73, for a total of 301,138.00 shares. In addition, there have been 7 sales at an average price of $78.97 for 15,955.00 shares. Based on historical transaction data and IJR's current price of $111.87, Principle Wealth Partners LLC's estimated gain on his IJR holdings is $1.02 Mil, reflecting a 3.19% gain to date.
Principle Wealth Partners LLC IJR ($111.87) Holding Chart
Principle Wealth Partners LLC 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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