Caldwell Trust Co's ownership history for IJR

Caldwell Trust Co currently holds 97.7K shares with a market value of $12.1M. It started holding IJR on 2019-12-31. At its peak, it held 97.7K shares on 2026-03-31. Its highest holding value was $12.1M on 2026-03-31. 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 increased its shares by 8.4K. In the recent year, Caldwell Trust Co has increased its shares by 7.0K.