Shulman DeMeo Asset Management LLC IJR Holdings History
Shulman DeMeo Asset Management LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Shulman DeMeo Asset Management LLC held 88,420.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.66 Mil. This investment constitutes 2.39% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q1. And since then Shulman DeMeo Asset Management LLC has made 11 purchases of IJR, at an average price of $92.71, for a total of 197,988.00 shares. In addition, there have been 15 sales at an average price of $107.90 for 109,568.00 shares. Based on historical transaction data and IJR's current price of $114.15, Shulman DeMeo Asset Management LLC's estimated gain on his IJR holdings is $3.56 Mil, reflecting a 19.40% gain to date.
Shulman DeMeo Asset Management LLC IJR ($114.15) Holding Chart
Shulman DeMeo Asset Management 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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