Aprio Wealth Management, LLC IBB Holdings History
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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