CONSILIO WEALTH ADVISORS, LLC IJH Holdings History
CONSILIO WEALTH ADVISORS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 216,883.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.65 Mil. This investment constitutes 5.29% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 6 purchases of IJH, at an average price of $58.58, for a total of 236,963.00 shares. In addition, there have been 6 sales at an average price of $51.20 for 20,080.00 shares. Based on historical transaction data and IJH's current price of $63.88, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his IJH holdings is $1.00 Mil, reflecting a 7.21% gain to date.
CONSILIO WEALTH ADVISORS, LLC IJH ($63.88) Holding Chart
CONSILIO WEALTH ADVISORS, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
