Richard W. Paul & Associates, LLC IJH Holdings History
Richard W. Paul & Associates, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 45,398.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.65 Mil. This investment constitutes 1.04% of their stock portfolio, and Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC has made 3 purchases of IJH, at an average price of $61.78, for a total of 45,541.00 shares. In addition, there have been 6 sales at an average price of $51.75 for 143.00 shares. Based on historical transaction data and IJH's current price of $63.46, Richard W. Paul & Associates, LLC's estimated gain on his IJH holdings is $74,889.33, reflecting a 2.66% gain to date.
Richard W. Paul & Associates, LLC IJH ($63.46) Holding Chart
Richard W. Paul & Associates, 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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