American Institute For Advanced Investment Management, LLP IWD Holdings History
American Institute for Advanced Investment Management, LLP's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, American Institute for Advanced Investment Managem held 33,295.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.26 Mil. This investment constitutes 4.78% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 12 purchases of IWD, at an average price of $137.41, for a total of 40,003.00 shares. In addition, there have been 9 sales at an average price of $147.83 for 6,708.00 shares. Based on historical transaction data and IWD's current price of $197.50, American Institute for Advanced Investment Management, LLP's estimated gain on his IWD holdings is $2.07 Mil, reflecting a 37.67% gain to date.
American Institute for Advanced Investment Management, LLP IWD ($197.50) Holding Chart
American Institute for Advanced Investment Management, LLP IWD ($197.50) 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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