PKS Advisory Services, LLC IJH Holdings History
Number of Shares
304,151.00
Current Holdings Value*
$17.75 Mil
% of Portfolio
4.86%
Total Estimate Gain
$-68,360.77
% of Total Estimate Gain
-0.35%
PKS Advisory Services, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 304,151.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $17.75 Mil. This investment constitutes 4.86% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of IJH, at an average price of $64.10, for a total of 304,151.00 shares. Based on historical transaction data and IJH's current price of $63.88, PKS Advisory Services, LLC's estimated gain on his IJH holdings is $-68,360.77, reflecting a -0.35% gain to date.
PKS Advisory Services, LLC IJH ($63.88) Holding Chart
PKS Advisory Services, LLC IJH ($63.88) 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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