Corient Private Wealth LLC IJH Holdings History
Corient Private Wealth LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 4.92 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $287.04 Mil. This investment constitutes 0.47% of their stock portfolio, and Corient Private Wealth LLC now holds 0.32% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 8 purchases of IJH, at an average price of $56.91, for a total of 5.75 Mil shares. In addition, there have been 1 sales at an average price of $63.23 for 828,850.00 shares. Based on historical transaction data and IJH's current price of $64.40, Corient Private Wealth LLC's estimated gain on his IJH holdings is $42.07 Mil, reflecting a 12.86% gain to date.
Corient Private Wealth LLC IJH ($64.40) Holding Chart
Corient Private Wealth 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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