Vishria Bird Financial Group, LLC IJR Holdings History
Vishria Bird Financial Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Vishria Bird Financial Group, LLC held 112,318.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.28 Mil. This investment constitutes 4.08% of their stock portfolio, and Vishria Bird Financial Group, 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 Vishria Bird Financial Group, LLC has made 6 purchases of IJR, at an average price of $83.06, for a total of 138,439.00 shares. In addition, there have been 14 sales at an average price of $108.60 for 26,121.00 shares. Based on historical transaction data and IJR's current price of $111.87, Vishria Bird Financial Group, LLC's estimated gain on his IJR holdings is $3.90 Mil, reflecting a 33.94% gain to date.
Vishria Bird Financial Group, LLC IJR ($111.87) Holding Chart
Vishria Bird Financial Group, LLC 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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