Ipsen Advisor Group LLC JKH Holdings History
Ipsen Advisor Group LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 76,945.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $5.50 Mil. This investment constitutes 4.73% of their stock portfolio, and Ipsen Advisor Group LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of JKH, at an average price of $57.55, for a total of 76,945.00 shares. Based on historical transaction data and JKH's current price of $374.17, Ipsen Advisor Group LLC's estimated gain on his JKH holdings is $24.36 Mil, reflecting a 550.20% gain to date.
Ipsen Advisor Group LLC JKH ($374.17) Holding Chart
Ipsen Advisor Group LLC JKH ($374.17) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
