Symphony Financial, Ltd. Co. IJH Holdings History
Symphony Financial, Ltd. Co.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 62,615.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.65 Mil. This investment constitutes 2.16% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then Symphony Financial, Ltd. Co. has made 11 purchases of IJH, at an average price of $51.43, for a total of 783,682.00 shares. In addition, there have been 7 sales at an average price of $54.12 for 721,067.00 shares. Based on historical transaction data and IJH's current price of $63.46, Symphony Financial, Ltd. Co.'s estimated gain on his IJH holdings is $2.69 Mil, reflecting a 6.67% gain to date.
Symphony Financial, Ltd. Co. IJH ($63.46) Holding Chart
Symphony Financial, Ltd. Co. 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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