Blake Schutter Theil Wealth Advisors, LLC IJH Holdings History
Blake Schutter Theil Wealth Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 68,873.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.02 Mil. This investment constitutes 4.57% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of IJH, at an average price of $60.33, for a total of 68,873.00 shares. Based on historical transaction data and IJH's current price of $63.64, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his IJH holdings is $228,102.53, reflecting a 5.49% gain to date.
Blake Schutter Theil Wealth Advisors, LLC IJH ($63.64) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC 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 % |
Top Ranked Articles
- 1