Somnio Financial Group, LLC IJR Holdings History
Somnio Financial Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-12-31, Somnio Financial Group, LLC held 77,868.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.97 Mil. This investment constitutes 7.18% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 2 purchases of IJR, at an average price of $107.56, for a total of 77,868.00 shares. Based on historical transaction data and IJR's current price of $112.82, Somnio Financial Group, LLC's estimated gain on his IJR holdings is $409,733.30, reflecting a 4.89% gain to date.
Somnio Financial Group, LLC IJR ($112.82) Holding Chart
Somnio Financial Group, 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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