Investment Advisory Group, LLC IJH Holdings History
Investment Advisory Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 71,316.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.16 Mil. This investment constitutes 1.39% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 11 purchases of IJH, at an average price of $58.71, for a total of 74,226.00 shares. In addition, there have been 2 sales at an average price of $51.25 for 2,910.00 shares. Based on historical transaction data and IJH's current price of $64.03, Investment Advisory Group, LLC's estimated gain on his IJH holdings is $357,763.62, reflecting a 8.21% gain to date.
Investment Advisory Group, LLC IJH ($64.03) Holding Chart
Investment Advisory Group, LLC IJH ($64.03) 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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