WELCH & FORBES LLC IJR Holdings History

Number of Shares
98,450.00
Current Holdings Value*
$10.29 Mil
% of Portfolio
0.13%
Total Estimate Gain
$138,562.10
% of Total Estimate Gain
1.16%

WELCH & FORBES LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, WELCH & FORBES LLC held 98,450.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.29 Mil. This investment constitutes 0.13% of their stock portfolio, and WELCH & FORBES LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2017Q1. And since then WELCH & FORBES LLC has made 16 purchases of IJR, at an average price of $106.47, for a total of 111,813.00 shares. In addition, there have been 12 sales at an average price of $79.00 for 13,363.00 shares. Based on historical transaction data and IJR's current price of $111.61, WELCH & FORBES LLC's estimated gain on his IJR holdings is $138,562.10, reflecting a 1.16% gain to date.

WELCH & FORBES LLC IJR ($111.61) Holding Chart

WELCH & FORBES LLC IJR ($111.61) 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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