AlphaCore Capital LLC IWV Holdings History
AlphaCore Capital LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, AlphaCore Capital LLC held 154,840.00 shares of iShares Russell 3000 ETF(IWV), totaling $49.18 Mil. This investment constitutes 4.18% of their stock portfolio, and AlphaCore Capital LLC now holds 0.34% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2019Q4. And since then AlphaCore Capital LLC has made 14 purchases of IWV, at an average price of $218.16, for a total of 214,489.00 shares. In addition, there have been 7 sales at an average price of $308.82 for 59,649.00 shares. Based on historical transaction data and IWV's current price of $357.61, AlphaCore Capital LLC's estimated gain on his IWV holdings is $27.00 Mil, reflecting a 57.70% gain to date.
AlphaCore Capital LLC IWV ($357.61) Holding Chart
AlphaCore Capital LLC IWV ($357.61) 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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