Ascent Group, LLC IVW Holdings History
Ascent Group, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Ascent Group, LLC held 806,123.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $74.83 Mil. This investment constitutes 3.21% of their stock portfolio, and Ascent Group, LLC now holds 0.15% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q1. And since then Ascent Group, LLC has made 7 purchases of IVW, at an average price of $95.47, for a total of 845,474.00 shares. In addition, there have been 3 sales at an average price of $74.27 for 39,351.00 shares. Based on historical transaction data and IVW's current price of $110.95, Ascent Group, LLC's estimated gain on his IVW holdings is $11.64 Mil, reflecting a 14.43% gain to date.
Ascent Group, LLC IVW ($110.95) Holding Chart
Ascent Group, LLC IVW ($110.95) 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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