Number of Shares
1.98 Mil
Current Holdings Value*
$73.23 Mil
% of Portfolio
2.59%
Total Estimate Gain
$52.00 Mil
% of Total Estimate Gain
58.90%

BRONFMAN E.L. ROTHSCHILD, L.P.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 1.98 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $73.23 Mil. This investment constitutes 2.59% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.16% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 8 purchases of IJH, at an average price of $37.39, for a total of 2.36 Mil shares. In addition, there have been 2 sales at an average price of $36.90 for 385,185.00 shares. Based on historical transaction data and IJH's current price of $63.80, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his IJH holdings is $52.00 Mil, reflecting a 58.90% gain to date.

BRONFMAN E.L. ROTHSCHILD, L.P. IJH ($63.80) Holding Chart

BRONFMAN E.L. ROTHSCHILD, L.P. IJH ($63.80) 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 %

Top Ranked Articles

  • 1