WELCH & FORBES LLC IJR Holdings History
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 $114.15, WELCH & FORBES LLC's estimated gain on his IJR holdings is $388,625.10, reflecting a 3.26% gain to date.
WELCH & FORBES LLC IJR ($114.15) Holding Chart
WELCH & FORBES 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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