Strategic Wealth Partners Group, LLC IJR Holdings History
Strategic Wealth Partners Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 323,469.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $35.75 Mil. This investment constitutes 3.95% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 21 purchases of IJR, at an average price of $85.56, for a total of 378,835.00 shares. In addition, there have been 2 sales at an average price of $75.16 for 55,366.00 shares. Based on historical transaction data and IJR's current price of $114.15, Strategic Wealth Partners Group, LLC's estimated gain on his IJR holdings is $8.67 Mil, reflecting a 26.76% gain to date.
Strategic Wealth Partners Group, LLC IJR ($114.15) Holding Chart
Strategic Wealth Partners Group, 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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