DB Wealth Management Group, LLC IJH Holdings History
DB Wealth Management Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 138,895.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $7.70 Mil. This investment constitutes 4.37% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 10 purchases of IJH, at an average price of $49.58, for a total of 168,525.00 shares. In addition, there have been 2 sales at an average price of $48.31 for 29,630.00 shares. Based on historical transaction data and IJH's current price of $63.46, DB Wealth Management Group, LLC's estimated gain on his IJH holdings is $1.89 Mil, reflecting a 22.62% gain to date.
DB Wealth Management Group, LLC IJH ($63.46) Holding Chart
DB Wealth Management Group, LLC IJH ($63.46) 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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