Number of Shares
104,575.00
Current Holdings Value*
$6.10 Mil
% of Portfolio
3.43%
Total Estimate Gain
$933,942.60
% of Total Estimate Gain
14.82%

Transcendent Capital Group LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Transcendent Capital Group LLC held 104,575.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.10 Mil. This investment constitutes 3.43% of their stock portfolio, and Transcendent Capital Group 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 Transcendent Capital Group LLC has made 4 purchases of IJH, at an average price of $55.63, for a total of 113,249.00 shares. In addition, there have been 1 sales at an average price of $58.75 for 8,674.00 shares. Based on historical transaction data and IJH's current price of $64.30, Transcendent Capital Group LLC's estimated gain on his IJH holdings is $933,942.60, reflecting a 14.82% gain to date.

Transcendent Capital Group LLC IJH ($64.30) Holding Chart

Transcendent Capital Group LLC IJH ($64.30) 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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