Strategic Wealth Partners Group, LLC IJH Holdings History
Strategic Wealth Partners Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 51,016.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.10 Mil. This investment constitutes 0.34% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q3. And since then Strategic Wealth Partners Group, LLC has made 13 purchases of IJH, at an average price of $43.81, for a total of 87,516.00 shares. In addition, there have been 8 sales at an average price of $39.25 for 36,500.00 shares. Based on historical transaction data and IJH's current price of $64.40, Strategic Wealth Partners Group, LLC's estimated gain on his IJH holdings is $884,422.09, reflecting a 23.07% gain to date.
Strategic Wealth Partners Group, LLC IJH ($64.40) Holding Chart
Strategic Wealth Partners Group, LLC IJH ($64.40) 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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