LGL PARTNERS, LLC IJH Holdings History

Number of Shares
401,718.00
Current Holdings Value*
$23.44 Mil
% of Portfolio
11.31%
Total Estimate Gain
$9.65 Mil
% of Total Estimate Gain
21.76%

LGL PARTNERS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 401,718.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $23.44 Mil. This investment constitutes 11.31% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 17 purchases of IJH, at an average price of $43.20, for a total of 1.03 Mil shares. In addition, there have been 11 sales at an average price of $45.02 for 624,899.00 shares. Based on historical transaction data and IJH's current price of $64.40, LGL PARTNERS, LLC's estimated gain on his IJH holdings is $9.65 Mil, reflecting a 21.76% gain to date.

LGL PARTNERS, LLC IJH ($64.40) Holding Chart

LGL PARTNERS, LLC IJH ($64.40) 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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