Number of Shares
614,400.00
Current Holdings Value*
$35.85 Mil
% of Portfolio
2.36%
Total Estimate Gain
$10.12 Mil
% of Total Estimate Gain
30.36%

LOWE BROCKENBROUGH & CO INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 614,400.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $35.85 Mil. This investment constitutes 2.36% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2016Q3. And since then LOWE BROCKENBROUGH & CO INC has made 28 purchases of IJH, at an average price of $47.54, for a total of 701,142.00 shares. In addition, there have been 4 sales at an average price of $50.08 for 86,742.00 shares. Based on historical transaction data and IJH's current price of $63.65, LOWE BROCKENBROUGH & CO INC's estimated gain on his IJH holdings is $10.12 Mil, reflecting a 30.36% gain to date.

LOWE BROCKENBROUGH & CO INC IJH ($63.65) Holding Chart

LOWE BROCKENBROUGH & CO INC IJH ($63.65) 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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