Avantax Planning Partners, Inc. IWP Holdings History
Avantax Planning Partners, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 144,803.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $17.01 Mil. This investment constitutes 0.6% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.1% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 23 purchases of IWP, at an average price of $99.15, for a total of 342,106.00 shares. In addition, there have been 4 sales at an average price of $110.39 for 197,303.00 shares. Based on historical transaction data and IWP's current price of $141.19, Avantax Planning Partners, Inc.'s estimated gain on his IWP holdings is $8.31 Mil, reflecting a 24.49% gain to date.
Avantax Planning Partners, Inc. IWP ($141.19) Holding Chart
Avantax Planning Partners, Inc. IWP ($141.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
