Harrison & Co Wealth Management, LLC IJH Holdings History
Harrison & Co Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2022-12-31, Harrison & Co Wealth Management, LLC held 136,605.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.61 Mil. This investment constitutes 6.39% of their stock portfolio, and Harrison & Co Wealth Management, 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 Harrison & Co Wealth Management, LLC has made 3 purchases of IJH, at an average price of $55.07, for a total of 148,660.00 shares. In addition, there have been 1 sales at an average price of $48.31 for 12,055.00 shares. Based on historical transaction data and IJH's current price of $63.80, Harrison & Co Wealth Management, LLC's estimated gain on his IJH holdings is $1.11 Mil, reflecting a 13.56% gain to date.
Harrison & Co Wealth Management, LLC IJH ($63.80) Holding Chart
Harrison & Co Wealth Management, LLC IJH ($63.80) 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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