WEALTHSOURCE PARTNERS, LLC IJH Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 26,175.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.45 Mil. This investment constitutes 0.09% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 8 purchases of IJH, at an average price of $46.36, for a total of 428,300.00 shares. In addition, there have been 15 sales at an average price of $44.85 for 402,125.00 shares. Based on historical transaction data and IJH's current price of $63.95, WEALTHSOURCE PARTNERS, LLC's estimated gain on his IJH holdings is $-146,676.03, reflecting a -0.74% gain to date.
WEALTHSOURCE PARTNERS, LLC IJH ($63.95) Holding Chart
WEALTHSOURCE PARTNERS, LLC IJH ($63.95) 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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