Altium Wealth Management LLC IJH Holdings History
Altium Wealth Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 1.49 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $67.56 Mil. This investment constitutes 4.88% of their stock portfolio, and Altium Wealth Management LLC now holds 0.12% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 14 purchases of IJH, at an average price of $41.43, for a total of 1.62 Mil shares. In addition, there have been 3 sales at an average price of $40.80 for 123,000.00 shares. Based on historical transaction data and IJH's current price of $63.48, Altium Wealth Management LLC's estimated gain on his IJH holdings is $32.85 Mil, reflecting a 49.06% gain to date.
Altium Wealth Management LLC IJH ($63.48) Holding Chart
Altium Wealth Management LLC IJH ($63.48) 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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