Broadview Financial Management, LLC IJJ Holdings History
Broadview Financial Management, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 43,074.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $5.16 Mil. This investment constitutes 3.85% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.07% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 11 purchases of IJJ, at an average price of $73.84, for a total of 76,899.00 shares. In addition, there have been 17 sales at an average price of $82.70 for 33,825.00 shares. Based on historical transaction data and IJJ's current price of $127.12, Broadview Financial Management, LLC's estimated gain on his IJJ holdings is $2.60 Mil, reflecting a 45.70% gain to date.
Broadview Financial Management, LLC IJJ ($127.12) Holding Chart
Broadview Financial Management, LLC IJJ ($127.12) 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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