Crestmont Private Wealth LLC IJH Holdings History
Crestmont Private Wealth LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 113,593.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.63 Mil. This investment constitutes 2.87% of their stock portfolio, and Crestmont Private Wealth 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 Crestmont Private Wealth LLC has made 8 purchases of IJH, at an average price of $53.56, for a total of 219,151.00 shares. In addition, there have been 5 sales at an average price of $57.27 for 105,558.00 shares. Based on historical transaction data and IJH's current price of $64.35, Crestmont Private Wealth LLC's estimated gain on his IJH holdings is $1.62 Mil, reflecting a 13.78% gain to date.
Crestmont Private Wealth LLC IJH ($64.35) Holding Chart
Crestmont Private Wealth LLC IJH ($64.35) 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
