BEACON FINANCIAL PLANNING, INC IJH Holdings History
BEACON FINANCIAL PLANNING, INC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 215,450.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.57 Mil. This investment constitutes 7.23% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC 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 BEACON FINANCIAL PLANNING, INC has made 3 purchases of IJH, at an average price of $48.39, for a total of 241,495.00 shares. In addition, there have been 6 sales at an average price of $57.94 for 26,045.00 shares. Based on historical transaction data and IJH's current price of $63.64, BEACON FINANCIAL PLANNING, INC's estimated gain on his IJH holdings is $3.54 Mil, reflecting a 30.25% gain to date.
BEACON FINANCIAL PLANNING, INC IJH ($63.64) Holding Chart
BEACON FINANCIAL PLANNING, INC IJH ($63.64) 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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