PRECEDENT WEALTH PARTNERS, LLC IJH Holdings History
PRECEDENT WEALTH PARTNERS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 146,764.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.56 Mil. This investment constitutes 2.38% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 1 purchases of IJH, at an average price of $51.04, for a total of 220,046.00 shares. In addition, there have been 4 sales at an average price of $63.31 for 73,282.00 shares. Based on historical transaction data and IJH's current price of $62.81, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his IJH holdings is $2.63 Mil, reflecting a 23.39% gain to date.
PRECEDENT WEALTH PARTNERS, LLC IJH ($62.81) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC IJH ($62.81) 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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