Vantage Financial Partners Ltd., Inc. IJR Holdings History
Vantage Financial Partners Ltd., Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 151,184.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.13 Mil. This investment constitutes 4.01% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q2. And since then Vantage Financial Partners Ltd., Inc. has made 13 purchases of IJR, at an average price of $98.06, for a total of 161,443.00 shares. In addition, there have been 4 sales at an average price of $96.76 for 10,259.00 shares. Based on historical transaction data and IJR's current price of $114.15, Vantage Financial Partners Ltd., Inc.'s estimated gain on his IJR holdings is $2.42 Mil, reflecting a 15.28% gain to date.
Vantage Financial Partners Ltd., Inc. IJR ($114.15) Holding Chart
Vantage Financial Partners Ltd., Inc. 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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