BURKETT FINANCIAL SERVICES, LLC IJH Holdings History
BURKETT FINANCIAL SERVICES, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 252,992.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $15.69 Mil. This investment constitutes 5.65% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 6 purchases of IJH, at an average price of $51.68, for a total of 252,992.00 shares. Based on historical transaction data and IJH's current price of $64.40, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his IJH holdings is $3.22 Mil, reflecting a 24.62% gain to date.
BURKETT FINANCIAL SERVICES, LLC IJH ($64.40) Holding Chart
BURKETT FINANCIAL SERVICES, LLC IJH ($64.40) 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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