Allegiant Private Advisors, LLC IVW Holdings History
Number of Shares
824,590.00
Current Holdings Value*
$59.97 Mil
% of Portfolio
10.13%
Total Estimate Gain
$43.88 Mil
% of Total Estimate Gain
84.41%
Allegiant Private Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2021-06-30, Allegiant Private Advisors, LLC held 824,590.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $59.97 Mil. This investment constitutes 10.13% of their stock portfolio, and Allegiant Private Advisors, LLC now holds 0.17% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. In addition, there have been 2 sales at an average price of $67.29 for 35,146.00 shares. Based on historical transaction data and IVW's current price of $113.40, Allegiant Private Advisors, LLC's estimated gain on his IVW holdings is $43.88 Mil, reflecting a 84.41% gain to date.
Allegiant Private Advisors, LLC IVW ($113.40) Holding Chart
Allegiant Private Advisors, LLC IVW ($113.40) 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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