Omega Financial Group, LLC IJJ Holdings History
Omega Financial Group, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 80,614.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $9.65 Mil. This investment constitutes 3.7% of their stock portfolio, and Omega Financial Group, LLC now holds 0.13% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 19 purchases of IJJ, at an average price of $91.44, for a total of 94,796.00 shares. In addition, there have been 6 sales at an average price of $98.26 for 14,182.00 shares. Based on historical transaction data and IJJ's current price of $127.27, Omega Financial Group, LLC's estimated gain on his IJJ holdings is $2.99 Mil, reflecting a 34.44% gain to date.
Omega Financial Group, LLC IJJ ($127.27) Holding Chart
Omega Financial Group, LLC IJJ ($127.27) 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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