Broadview Financial Management, LLC IJH Holdings History
Broadview Financial Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 37,366.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.18 Mil. This investment constitutes 1.63% of their stock portfolio, and Broadview Financial Management, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 10 purchases of IJH, at an average price of $38.86, for a total of 72,381.00 shares. In addition, there have been 18 sales at an average price of $44.81 for 35,015.00 shares. Based on historical transaction data and IJH's current price of $63.80, Broadview Financial Management, LLC's estimated gain on his IJH holdings is $1.14 Mil, reflecting a 40.56% gain to date.
Broadview Financial Management, LLC IJH ($63.80) Holding Chart
Broadview Financial Management, LLC 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 % | |||
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