Number of Shares
110,088.00
Current Holdings Value*
$14.08 Mil
% of Portfolio
1.76%
Total Estimate Gain
$-1.11 Mil
% of Total Estimate Gain
-5.67%

Aprio Wealth Management, LLC's iShares Biotechnology ETF Holding Summary

As of 2025-03-31, Aprio Wealth Management, LLC held 110,088.00 shares of iShares Biotechnology ETF(IBB), totaling $14.08 Mil. This investment constitutes 1.76% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.26% of the outstanding iShares Biotechnology ETF(IBB) stock.

The initial trade took place in 2024Q4. And since then Aprio Wealth Management, LLC has made 1 purchases of IBB, at an average price of $140.52, for a total of 139,747.00 shares. In addition, there have been 1 sales at an average price of $135.60 for 29,659.00 shares. Based on historical transaction data and IBB's current price of $131.73, Aprio Wealth Management, LLC's estimated gain on his IBB holdings is $-1.11 Mil, reflecting a -5.67% gain to date.

Aprio Wealth Management, LLC IBB ($131.73) Holding Chart

Aprio Wealth Management, LLC IBB ($131.73) 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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