Klingman & Associates, LLC IJH Holdings History
Klingman & Associates, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 1.43 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $83.60 Mil. This investment constitutes 5.12% of their stock portfolio, and Klingman & Associates, LLC now holds 0.09% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2015Q1. And since then Klingman & Associates, LLC has made 23 purchases of IJH, at an average price of $40.93, for a total of 3.19 Mil shares. In addition, there have been 6 sales at an average price of $39.06 for 1.75 Mil shares. Based on historical transaction data and IJH's current price of $63.97, Klingman & Associates, LLC's estimated gain on his IJH holdings is $29.74 Mil, reflecting a 22.80% gain to date.
Klingman & Associates, LLC IJH ($63.97) Holding Chart
Klingman & Associates, LLC IJH ($63.97) 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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