Alpha Financial Partners, LLC IJH Holdings History
Alpha Financial Partners, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 107,323.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.26 Mil. This investment constitutes 5.02% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 6 purchases of IJH, at an average price of $56.35, for a total of 224,384.00 shares. In addition, there have been 3 sales at an average price of $58.63 for 117,061.00 shares. Based on historical transaction data and IJH's current price of $63.61, Alpha Financial Partners, LLC's estimated gain on his IJH holdings is $1.05 Mil, reflecting a 8.29% gain to date.
Alpha Financial Partners, LLC IJH ($63.61) Holding Chart
Alpha Financial Partners, LLC IJH ($63.61) 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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