UMB Bank, N.a. IJR Holdings History

Number of Shares
632,380.00
Current Holdings Value*
$69.11 Mil
% of Portfolio
1.08%
Total Estimate Gain
$51.48 Mil
% of Total Estimate Gain
66.78%

UMB Bank, n.a.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, UMB Bank, n.a. held 632,380.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $69.11 Mil. This investment constitutes 1.08% of their stock portfolio, and UMB Bank, n.a. now holds 0.09% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q4. And since then UMB Bank, n.a. has made 15 purchases of IJR, at an average price of $62.54, for a total of 1.23 Mil shares. In addition, there have been 15 sales at an average price of $96.31 for 600,327.00 shares. Based on historical transaction data and IJR's current price of $111.87, UMB Bank, n.a.'s estimated gain on his IJR holdings is $51.48 Mil, reflecting a 66.78% gain to date.

UMB Bank, n.a. IJR ($111.87) Holding Chart

UMB Bank, n.a. 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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