INSPIRION WEALTH ADVISORS, LLC IJK Holdings History
INSPIRION WEALTH ADVISORS, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 300,872.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $27.37 Mil. This investment constitutes 3.62% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.31% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 24 purchases of IJK, at an average price of $68.93, for a total of 316,578.00 shares. In addition, there have been 6 sales at an average price of $52.84 for 15,706.00 shares. Based on historical transaction data and IJK's current price of $92.80, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his IJK holdings is $6.93 Mil, reflecting a 31.76% gain to date.
INSPIRION WEALTH ADVISORS, LLC IJK ($92.80) Holding Chart
INSPIRION WEALTH ADVISORS, LLC IJK ($92.80) 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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