Operose Advisors LLC IJH Holdings History

Number of Shares
27,194.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.53%
Total Estimate Gain
$122,361.56
% of Total Estimate Gain
7.63%

Operose Advisors LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 27,194.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.59 Mil. This investment constitutes 0.53% of their stock portfolio, and Operose Advisors LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q4. And since then Operose Advisors LLC has made 10 purchases of IJH, at an average price of $58.94, for a total of 27,194.00 shares. Based on historical transaction data and IJH's current price of $63.44, Operose Advisors LLC's estimated gain on his IJH holdings is $122,361.56, reflecting a 7.63% gain to date.

Operose Advisors LLC IJH ($63.44) Holding Chart

Operose Advisors LLC IJH ($63.44) 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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