PHILLIPS FINANCIAL MANAGEMENT, LLC IJH Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 789,327.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $46.06 Mil. This investment constitutes 3.56% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2013Q4. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 16 purchases of IJH, at an average price of $30.68, for a total of 1.64 Mil shares. In addition, there have been 21 sales at an average price of $51.38 for 854,863.00 shares. Based on historical transaction data and IJH's current price of $63.46, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his IJH holdings is $43.58 Mil, reflecting a 86.40% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC IJH ($63.46) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, 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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