BALASA DINVERNO & FOLTZ LLC IWD Holdings History
BALASA DINVERNO & FOLTZ LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 383,319.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $52.13 Mil. This investment constitutes 3.29% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.11% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2014Q1. And since then BALASA DINVERNO & FOLTZ LLC has made 4 purchases of IWD, at an average price of $97.63, for a total of 1.70 Mil shares. In addition, there have been 22 sales at an average price of $110.11 for 1.31 Mil shares. Based on historical transaction data and IWD's current price of $198.32, BALASA DINVERNO & FOLTZ LLC's estimated gain on his IWD holdings is $54.98 Mil, reflecting a 33.20% gain to date.
BALASA DINVERNO & FOLTZ LLC IWD ($198.32) Holding Chart
BALASA DINVERNO & FOLTZ LLC IWD ($198.32) 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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