Domani Wealth, LLC IJH Holdings History

Number of Shares
386,520.00
Current Holdings Value*
$19.34 Mil
% of Portfolio
4.49%
Total Estimate Gain
$11.16 Mil
% of Total Estimate Gain
68.16%

Domani Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2023-03-31, Domani Wealth, LLC held 386,520.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $19.34 Mil. This investment constitutes 4.49% of their stock portfolio, and Domani Wealth, LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2015Q4. And since then Domani Wealth, LLC has made 8 purchases of IJH, at an average price of $36.01, for a total of 454,610.00 shares. In addition, there have been 9 sales at an average price of $44.10 for 68,090.00 shares. Based on historical transaction data and IJH's current price of $63.46, Domani Wealth, LLC's estimated gain on his IJH holdings is $11.16 Mil, reflecting a 68.16% gain to date.

Domani Wealth, LLC IJH ($63.46) Holding Chart

Domani Wealth, 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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