Number of Shares
137,258.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
1.94%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
24.32%

BURKE & HERBERT BANK & TRUST CO's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 137,258.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.01 Mil. This investment constitutes 1.94% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then BURKE & HERBERT BANK & TRUST CO has made 28 purchases of IJH, at an average price of $48.64, for a total of 157,943.00 shares. In addition, there have been 12 sales at an average price of $37.81 for 20,685.00 shares. Based on historical transaction data and IJH's current price of $63.88, BURKE & HERBERT BANK & TRUST CO's estimated gain on his IJH holdings is $1.87 Mil, reflecting a 24.32% gain to date.

BURKE & HERBERT BANK & TRUST CO IJH ($63.88) Holding Chart

BURKE & HERBERT BANK & TRUST CO IJH ($63.88) 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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