Transparent Wealth Partners LLC IJR Holdings History
Transparent Wealth Partners LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 138,541.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $13.40 Mil. This investment constitutes 9.79% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Transparent Wealth Partners LLC has made 4 purchases of IJR, at an average price of $107.28, for a total of 269,538.00 shares. In addition, there have been 1 sales at an average price of $107.76 for 130,997.00 shares. Based on historical transaction data and IJR's current price of $109.49, Transparent Wealth Partners LLC's estimated gain on his IJR holdings is $369,953.99, reflecting a 1.28% gain to date.
Transparent Wealth Partners LLC IJR ($109.49) Holding Chart
Transparent Wealth Partners LLC IJR ($109.49) 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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