Number of Shares
99,240.00
Current Holdings Value*
$12.36 Mil
% of Portfolio
2.06%
Total Estimate Gain
$213,850.09
% of Total Estimate Gain
0.77%

M Holdings Securities, Inc.'s ISHARES TRUST Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held 99,240.00 shares of ISHARES TRUST(IJT), totaling $12.36 Mil. This investment constitutes 2.06% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.22% of the outstanding ISHARES TRUST(IJT) stock.

The initial trade took place in 2018Q3. And since then M Holdings Securities, Inc. has made 11 purchases of IJT, at an average price of $125.29, for a total of 220,292.00 shares. In addition, there have been 6 sales at an average price of $118.75 for 121,052.00 shares. Based on historical transaction data and IJT's current price of $135.43, M Holdings Securities, Inc.'s estimated gain on his IJT holdings is $213,850.09, reflecting a 0.77% gain to date.

M Holdings Securities, Inc. IJT ($135.43) Holding Chart

M Holdings Securities, Inc. IJT ($135.43) 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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