Caldwell Trust Co's ownership history for IJR

Caldwell Trust Co currently holds 89.3K shares with a market value of $10.6M. It started holding IJR on 2019-12-31. At its peak, it held 94.2K shares on 2019-12-31. Its highest holding value was $10.6M on 2025-09-30. At its lowest, it held 74.2K shares on 2020-12-31, with a value of $5.1M on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 1.4K. In the recent year, Caldwell Trust Co has increased its shares by 8.3K.