Lee Financial Co IJH Holdings History
Lee Financial Co's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Lee Financial Co held 1.27 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $74.38 Mil. This investment constitutes 11.36% of their stock portfolio, and Lee Financial Co now holds 0.08% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 17 purchases of IJH, at an average price of $40.08, for a total of 2.12 Mil shares. In addition, there have been 11 sales at an average price of $38.82 for 849,657.00 shares. Based on historical transaction data and IJH's current price of $62.52, Lee Financial Co's estimated gain on his IJH holdings is $27.54 Mil, reflecting a 32.35% gain to date.
Lee Financial Co IJH ($62.52) Holding Chart
Lee Financial Co IJH ($62.52) 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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