TELEMUS CAPITAL, LLC IJR Holdings History

Number of Shares
448,970.00
Current Holdings Value*
$48.60 Mil
% of Portfolio
4.03%
Total Estimate Gain
$14.99 Mil
% of Total Estimate Gain
19.68%

TELEMUS CAPITAL, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-12-31, TELEMUS CAPITAL, LLC held 448,970.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $48.60 Mil. This investment constitutes 4.03% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then TELEMUS CAPITAL, LLC has made 11 purchases of IJR, at an average price of $89.96, for a total of 846,989.00 shares. In addition, there have been 13 sales at an average price of $102.91 for 398,019.00 shares. Based on historical transaction data and IJR's current price of $111.87, TELEMUS CAPITAL, LLC's estimated gain on his IJR holdings is $14.99 Mil, reflecting a 19.68% gain to date.

TELEMUS CAPITAL, LLC IJR ($111.87) Holding Chart

TELEMUS CAPITAL, 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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