WIPFLI FINANCIAL ADVISORS LLC, IJR Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 373,166.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $32.54 Mil. This investment constitutes 2.29% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q1. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 7 purchases of IJR, at an average price of $108.62, for a total of 373,166.00 shares. Based on historical transaction data and IJR's current price of $112.93, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his IJR holdings is $1.61 Mil, reflecting a 3.97% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, IJR ($112.93) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, IJR ($112.93) 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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