Trellis Advisors, LLC IJR Holdings History
Trellis Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Trellis Advisors, LLC has made 2 purchases of IJR, at an average price of $82.35, for a total of 8,973.00 shares. In addition, there have been 3 sales at an average price of $98.76 for 8,973.00 shares. Based on historical transaction data and IJR's current price of $113.08, Trellis Advisors, LLC's estimated gain on his IJR holdings is $147,268.40, reflecting a 19.93% gain to date.
Trellis Advisors, LLC IJR ($113.08) Holding Chart
Trellis Advisors, LLC IJR ($113.08) 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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