LPL Financial LLC IJH Holdings History

Number of Shares
25.09 Mil
Current Holdings Value*
$1.46 Bil
% of Portfolio
0.57%
Total Estimate Gain
$927.46 Mil
% of Total Estimate Gain
42.15%

LPL Financial LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, LPL Financial LLC held 25.09 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.46 Bil. This investment constitutes 0.57% of their stock portfolio, and LPL Financial LLC now holds 1.65% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q1. And since then LPL Financial LLC has made 24 purchases of IJH, at an average price of $40.78, for a total of 53.97 Mil shares. In addition, there have been 11 sales at an average price of $53.19 for 28.87 Mil shares. Based on historical transaction data and IJH's current price of $63.46, LPL Financial LLC's estimated gain on his IJH holdings is $927.46 Mil, reflecting a 42.15% gain to date.

LPL Financial LLC IJH ($63.46) Holding Chart

LPL Financial LLC IJH ($63.46) 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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