Venturi Wealth Management, LLC IJR Holdings History
Venturi Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 137,034.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.98 Mil. This investment constitutes 0.74% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Venturi Wealth Management, LLC has made 15 purchases of IJR, at an average price of $100.24, for a total of 3.63 Mil shares. In addition, there have been 14 sales at an average price of $102.48 for 3.50 Mil shares. Based on historical transaction data and IJR's current price of $114.15, Venturi Wealth Management, LLC's estimated gain on his IJR holdings is $9.72 Mil, reflecting a 2.67% gain to date.
Venturi Wealth Management, LLC IJR ($114.15) Holding Chart
Venturi Wealth Management, LLC 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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