Richard W. Paul & Associates, LLC IJR Holdings History
Richard W. Paul & Associates, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 115,819.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.11 Mil. This investment constitutes 4.75% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 8 purchases of IJR, at an average price of $98.95, for a total of 116,158.00 shares. In addition, there have been 1 sales at an average price of $119.54 for 339.00 shares. Based on historical transaction data and IJR's current price of $112.82, Richard W. Paul & Associates, LLC's estimated gain on his IJR holdings is $1.61 Mil, reflecting a 14.04% gain to date.
Richard W. Paul & Associates, LLC IJR ($112.82) Holding Chart
Richard W. Paul & Associates, LLC IJR ($112.82) 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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