GoalVest Advisory LLC's ownership history for IJR

GoalVest Advisory LLC currently holds 699 shares with a market value of $83.1K. It started holding IJR on 2024-09-30. At its peak, it held 1.7K shares on 2024-09-30. Its highest holding value was $194.9K on 2024-09-30. At its lowest, it held 699 shares on 2025-06-30, with a value of $76.4K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 967. In the recent year, GoalVest Advisory LLC has decreased its shares by 967.