GW HENSSLER & ASSOCIATES LTD IJJ Holdings History
GW HENSSLER & ASSOCIATES LTD's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, GW HENSSLER & ASSOCIATES LTD held 445,141.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $53.30 Mil. This investment constitutes 3.06% of their stock portfolio, and GW HENSSLER & ASSOCIATES LTD now holds 0.7% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2023Q1. And since then GW HENSSLER & ASSOCIATES LTD has made 7 purchases of IJJ, at an average price of $107.78, for a total of 453,555.00 shares. In addition, there have been 2 sales at an average price of $119.44 for 8,414.00 shares. Based on historical transaction data and IJJ's current price of $127.50, GW HENSSLER & ASSOCIATES LTD's estimated gain on his IJJ holdings is $8.88 Mil, reflecting a 18.16% gain to date.
GW HENSSLER & ASSOCIATES LTD IJJ ($127.50) Holding Chart
GW HENSSLER & ASSOCIATES LTD IJJ ($127.50) 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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