BBJS FINANCIAL ADVISORS, LLC IVW Holdings History
BBJS FINANCIAL ADVISORS, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 156,332.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $14.97 Mil. This investment constitutes 5.34% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 2 purchases of IVW, at an average price of $60.08, for a total of 185,222.00 shares. In addition, there have been 5 sales at an average price of $73.24 for 28,890.00 shares. Based on historical transaction data and IVW's current price of $110.66, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his IVW holdings is $8.29 Mil, reflecting a 74.46% gain to date.
BBJS FINANCIAL ADVISORS, LLC IVW ($110.66) Holding Chart
BBJS FINANCIAL ADVISORS, LLC IVW ($110.66) 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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